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Woodmont Investment Counsel’s Prudential Financial PRU Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-45
Closed -$4K – 506
2016
Q3 		$4K Buy
+45
New +$3.45K ﹤0.01% 582
2015
Q3 		– Sell
-17
Closed -$1K – 565
2015
Q2 		$1K Buy
+17
New +$1.44K ﹤0.01% 532

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Woodmont Investment Counsel's PRU Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Prudential Financial (PRU) in Q4 2016, closing a stake of 45 shares — an estimated $4K sold.

Woodmont Investment Counsel first reported a position in PRU in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 849 funds tracked by Wall St. Rank hold PRU as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Prudential Financial position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 45 Prudential Financial shares in Q4 2016, an estimated $4K.
  • Woodmont Investment Counsel first reported a position in Prudential Financial in Q2 2015 and held it in 2 quarters.
  • Woodmont Investment Counsel's Prudential Financial position peaked at $4K in Q3 2016.
  • 849 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.