WT
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Wilmington Trust’s Prudential PUK Stock Holding History

Wilmington Trust’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$1.14M Buy
+25,510
New +$1.13M 0.02% 360
2013
Q4 		– Sell
-17,355
Closed -$629K – 707
2013
Q3 		$629K Buy
17,355
+900
+5% +$31.3K 0.01% 446
2013
Q2 		$522K Buy
+16,455
New +$541K 0.01% 459

Other funds holding PUK

SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilmington Trust's PUK Position: Q2 2014 in Review

Wilmington Trust opened a new position in Prudential (PUK) in Q2 2014: 25,510 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #360 among its holdings. This is a return to the name: Wilmington Trust previously reported a position in PUK as recently as Q3 2013.

Wilmington Trust first reported a position in PUK in Q2 2013 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold PUK as of Q2 2014.

  • Wilmington Trust held 25,510 shares of Prudential worth $1.14M as of Q2 2014.
  • Prudential was a new Wilmington Trust position in Q2 2014.
  • Prudential made up 0.02% of Wilmington Trust's portfolio in Q2 2014, its #360 holding.
  • Wilmington Trust first reported a position in Prudential in Q2 2013 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Prudential as of Q2 2014.

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