BA
PRHI

BKS Advisors’s Presurance Holdings PRHI Stock Holding History

BKS Advisors’s Portfolio PRHI Stock Details PRHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$131K Hold
4,126
– – 0.05% 202
2018
Q4 		$101K Sell
4,126
-911
-18% -$32.4K 0.05% 192
2018
Q3 		$199K Hold
5,037
– – 0.07% 210
2018
Q2 		$222K Hold
5,037
– – 0.08% 201
2018
Q1 		$206K Hold
5,037
– – 0.08% 200
2017
Q4 		$205K Hold
5,037
– – 0.07% 200
2017
Q3 		$212K Buy
5,037
+864
+21% +$40.4K 0.08% 184
2017
Q2 		$202K Hold
4,173
– – 0.08% 192
2017
Q1 		$213K Buy
+4,173
New +$209K 0.09% 178

Other funds holding PRHI

EVC
Eidelman Virant Capital Saint Louis, Missouri $135M AUM 15.11% 1-Year Est. Return
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return