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Bellwether Investment Group’s Primoris Services PRIM Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-587
Closed -$14K – 477
2017
Q1 		$14K Hold
587
– – 0.04% 411
2016
Q4 		$13K Buy
+587
New +$12.9K 0.01% 573

Other funds holding PRIM

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bellwether Investment Group's PRIM Position: Q2 2017 in Review

Bellwether Investment Group sold out of Primoris Services (PRIM) in Q2 2017, closing a stake of 587 shares — an estimated $14K sold.

Bellwether Investment Group first reported a position in PRIM in Q4 2016 and held it in 2 quarters. The position peaked at $14K in Q1 2017. 127 funds tracked by Wall St. Rank hold PRIM as of Q2 2017.

  • Bellwether Investment Group reported no remaining Primoris Services position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 587 Primoris Services shares in Q2 2017, an estimated $14K.
  • Bellwether Investment Group first reported a position in Primoris Services in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Primoris Services position peaked at $14K in Q1 2017.
  • 127 funds tracked by Wall St. Rank held Primoris Services as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.