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B. Riley Wealth Management’s Primoris Services PRIM Stock Holding History

B. Riley Wealth Management’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,500
Closed -$49K – 604
2015
Q2 		$49K Hold
2,500
– – 0.04% 410
2015
Q1 		$42K Hold
2,500
– – 0.03% 438
2014
Q4 		$58K Buy
2,500
+500
+25% +$12.5K 0.05% 370
2014
Q3 		$53K Buy
+2,000
New +$54.8K 0.04% 400

Other funds holding PRIM

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

B. Riley Wealth Management's PRIM Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Primoris Services (PRIM) in Q3 2015, closing a stake of 2,500 shares — an estimated $49K sold.

B. Riley Wealth Management first reported a position in PRIM in Q3 2014 and held it in 4 quarters. The position peaked at $58K in Q4 2014. 111 funds tracked by Wall St. Rank hold PRIM as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Primoris Services position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,500 Primoris Services shares in Q3 2015, an estimated $49K.
  • B. Riley Wealth Management first reported a position in Primoris Services in Q3 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Primoris Services position peaked at $58K in Q4 2014.
  • 111 funds tracked by Wall St. Rank held Primoris Services as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.