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Windsor Capital Management’s Prudential Financial PRU Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-100
Closed -$7K – 353
2015
Q3 		$7K Buy
+100
New +$8.39K ﹤0.01% 375
2014
Q1 		– Sell
-100
Closed -$9K – 246
2013
Q4 		$9K Hold
100
– – 0.01% 344
2013
Q3 		$8K Hold
100
– – ﹤0.01% 359
2013
Q2 		$7K Buy
+100
New +$6.48K ﹤0.01% 345

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Windsor Capital Management's PRU Position: Q4 2015 in Review

Windsor Capital Management sold out of Prudential Financial (PRU) in Q4 2015, closing a stake of 100 shares — an estimated $7K sold.

Windsor Capital Management first reported a position in PRU in Q2 2013 and held it in 4 quarters. The position peaked at $9K in Q4 2013. 791 funds tracked by Wall St. Rank hold PRU as of Q4 2015.

  • Windsor Capital Management reported no remaining Prudential Financial position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 100 Prudential Financial shares in Q4 2015, an estimated $7K.
  • Windsor Capital Management first reported a position in Prudential Financial in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Prudential Financial position peaked at $9K in Q4 2013.
  • 791 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.