WCA
PRU icon

Windsor Creek Advisors’s Prudential Financial PRU Stock Holding History

Windsor Creek Advisors’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
2019
Q3 		– Sell
-9,000
Closed -$909K – 186
2019
Q2 		$909K Sell
9,000
-17,000
-65% -$1.69M 0.25% 73
2019
Q1 		$2.39M Sell
26,000
-18,220
-41% -$1.68M 0.64% 32
2018
Q4 		$3.61M Buy
+44,220
New +$4.07M 1.14% 15

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Windsor Creek Advisors's PRU Position: Q3 2019 in Review

Windsor Creek Advisors sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 9,000 shares — an estimated $909K sold.

Windsor Creek Advisors first reported a position in PRU in Q4 2018 and held it in 3 quarters. The position peaked at $3.61M in Q4 2018. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

  • Windsor Creek Advisors reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
  • Windsor Creek Advisors sold 9,000 Prudential Financial shares in Q3 2019, an estimated $909K.
  • Windsor Creek Advisors first reported a position in Prudential Financial in Q4 2018 and held it in 3 quarters.
  • Windsor Creek Advisors's Prudential Financial position peaked at $3.61M in Q4 2018.
  • 955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Windsor Creek Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.