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Wilmington Trust Investment Management’s Prudential Financial PRU Stock Holding History

Wilmington Trust Investment Management’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$367K Sell
4,130
-2,800
-40% -$235K 0.07% 202
2014
Q1 		$587K Sell
6,930
-1,600
-19% -$138K 0.12% 129
2013
Q4 		$787K Hold
8,530
– – 0.16% 109
2013
Q3 		$665K Hold
8,530
– – 0.14% 120
2013
Q2 		$623K Buy
+8,530
New +$553K 0.13% 126

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wilmington Trust Investment Management's PRU Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Prudential Financial (PRU) stake by 40% in Q2 2014, selling an estimated $235K and leaving 4,130 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #202.

Wilmington Trust Investment Management first reported a position in PRU in Q2 2013 and has held it in 5 quarters since. The position peaked at $787K in Q4 2013. 710 funds tracked by Wall St. Rank hold PRU as of Q2 2014.

  • Wilmington Trust Investment Management held 4,130 shares of Prudential Financial worth $367K as of Q2 2014.
  • Wilmington Trust Investment Management sold 2,800 Prudential Financial shares in Q2 2014, an estimated $235K.
  • Prudential Financial made up 0.07% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #202 holding.
  • Wilmington Trust Investment Management first reported a position in Prudential Financial in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's Prudential Financial position peaked at $787K in Q4 2013.
  • 710 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.