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Acrospire Investment Management’s Primerica PRI Stock Holding History

Acrospire Investment Management’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-800
Closed -$61K – 1079
2017
Q2 		$61K Buy
800
+500
+167% +$39.2K 0.06% 675
2017
Q1 		$25K Sell
300
-400
-57% -$31.2K 0.02% 1499
2016
Q4 		$48K Sell
700
-400
-36% -$25.4K 0.02% 1419
2016
Q3 		$58K Buy
+1,100
New +$60.8K 0.04% 959
2016
Q2 		– Sell
-800
Closed -$36K – 2219
2016
Q1 		$36K Buy
+800
New +$34.6K 0.02% 1205

Other funds holding PRI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acrospire Investment Management's PRI Position: Q3 2017 in Review

Acrospire Investment Management sold out of Primerica (PRI) in Q3 2017, closing a stake of 800 shares — an estimated $61K sold.

Acrospire Investment Management first reported a position in PRI in Q1 2016 and held it in 5 quarters. The position peaked at $61K in Q2 2017. 258 funds tracked by Wall St. Rank hold PRI as of Q3 2017.

  • Acrospire Investment Management reported no remaining Primerica position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 800 Primerica shares in Q3 2017, an estimated $61K.
  • Acrospire Investment Management first reported a position in Primerica in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Primerica position peaked at $61K in Q2 2017.
  • 258 funds tracked by Wall St. Rank held Primerica as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.