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Wunderlich Capital Managemnt’s Prudential Financial PRU Stock Holding History

Wunderlich Capital Managemnt’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
-3,395
Closed -$343K – 89
2019
Q2 		$343K Buy
3,395
+544
+19% +$54.2K 0.23% 82
2019
Q1 		$261K Buy
2,851
+326
+13% +$30.1K 0.18% 81
2018
Q4 		$206K Hold
2,525
– – 0.16% 83
2018
Q3 		$256K Sell
2,525
-33
-1% -$3.25K 0.18% 81
2018
Q2 		$239K Sell
2,558
-22
-0.9% -$2.22K 0.17% 84
2018
Q1 		$267K Sell
2,580
-68
-3% -$7.66K 0.18% 87
2017
Q4 		$304K Sell
2,648
-37
-1% -$4.15K 0.21% 85
2017
Q3 		$285K Sell
2,685
-10
-0.4% -$1.07K 0.21% 81
2017
Q2 		$291K Sell
2,695
-9
-0.3% -$956 0.22% 86
2017
Q1 		$288K Sell
2,704
-75
-3% -$8.09K 0.22% 84
2016
Q4 		$289K Sell
2,779
-35
-1% -$3.32K 0.24% 84
2016
Q3 		$230K Buy
+2,814
New +$216K 0.18% 86

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

Wunderlich Capital Managemnt's PRU Position: Q3 2019 in Review

Wunderlich Capital Managemnt sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 3,395 shares — an estimated $343K sold.

Wunderlich Capital Managemnt first reported a position in PRU in Q3 2016 and held it in 12 quarters. The position peaked at $343K in Q2 2019. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

  • Wunderlich Capital Managemnt reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 3,395 Prudential Financial shares in Q3 2019, an estimated $343K.
  • Wunderlich Capital Managemnt first reported a position in Prudential Financial in Q3 2016 and held it in 12 quarters.
  • Wunderlich Capital Managemnt's Prudential Financial position peaked at $343K in Q2 2019.
  • 955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Wunderlich Capital Managemnt's 13F filing for Q3 2019, filed 15 Nov 2019.