Advantage Investment Management’s Primerica PRI Stock Holding History

Advantage 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
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	861
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	911
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	902
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	965
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	983
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	917
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	967
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	967
2017 Q3	$1K	Sell	12 -44	-79%	-$3.44K	﹤0.01%	996
2017 Q2	$4K	Buy	+56	New	+$4.39K	﹤0.01%	877

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

Advantage Investment Management's PRI Position: Q3 2019 in Review

Advantage Investment Management held its Primerica (PRI) position steady in Q3 2019 at 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Advantage Investment Management first reported a position in PRI in Q2 2017 and has held it in 10 quarters since. The position peaked at $4K in Q2 2017. 296 funds tracked by Wall St. Rank hold PRI as of Q3 2019.

Advantage Investment Management held 12 shares of Primerica worth $2K as of Q3 2019.
Advantage Investment Management left its Primerica share count unchanged in Q3 2019.
Primerica made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #861 holding.
Advantage Investment Management first reported a position in Primerica in Q2 2017 and has held it in 10 quarters since.
Advantage Investment Management's Primerica position peaked at $4K in Q2 2017.
296 funds tracked by Wall St. Rank held Primerica as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.