Winslow Evans & Crocker’s Prudential PUK Stock Holding History

Winslow Evans & Crocker’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
2019 Q2	–	Sell	-175	Closed	-$8K	–	1302
2019 Q1	$8K	Buy	+175	New	+$6.76K	﹤0.01%	879
2014 Q4	–	Sell	-68	Closed	-$2.89K	–	1377
2014 Q3	$2.89K	Buy	68 +1	+1%	+$45	﹤0.01%	1212
2014 Q2	$2.98K	Hold	67	–	–	﹤0.01%	1137
2014 Q1	$2.77K	Sell	67 -274	-80%	-$11.7K	﹤0.01%	1130
2013 Q4	$15K	Buy	+341	New	+$13.5K	0.01%	787

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Winslow Evans & Crocker's PUK Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Prudential (PUK) in Q2 2019, closing a stake of 175 shares — an estimated $8K sold.

Winslow Evans & Crocker first reported a position in PUK in Q4 2013 and held it in 5 quarters. The position peaked at $15K in Q4 2013. 202 funds tracked by Wall St. Rank hold PUK as of Q2 2019.

Winslow Evans & Crocker reported no remaining Prudential position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 175 Prudential shares in Q2 2019, an estimated $8K.
Winslow Evans & Crocker first reported a position in Prudential in Q4 2013 and held it in 5 quarters.
Winslow Evans & Crocker's Prudential position peaked at $15K in Q4 2013.
202 funds tracked by Wall St. Rank held Prudential as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.