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 $136M AUM 15.11% 1-Year Est. Return

IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWM

Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return

BKS Advisors's PRHI Position: Q1 2019 in Review

BKS Advisors held its Presurance Holdings (PRHI) position steady in Q1 2019 at 4,126 shares worth $131K. The position accounts for 0.05% of the portfolio, ranked #202.

BKS Advisors first reported a position in PRHI in Q1 2017 and has held it in 9 quarters since. The position peaked at $222K in Q2 2018. 13 funds tracked by Wall St. Rank hold PRHI as of Q1 2019.

BKS Advisors held 4,126 shares of Presurance Holdings worth $131K as of Q1 2019.
BKS Advisors left its Presurance Holdings share count unchanged in Q1 2019.
Presurance Holdings made up 0.05% of BKS Advisors's portfolio in Q1 2019, its #202 holding.
BKS Advisors first reported a position in Presurance Holdings in Q1 2017 and has held it in 9 quarters since.
BKS Advisors's Presurance Holdings position peaked at $222K in Q2 2018.
13 funds tracked by Wall St. Rank held Presurance Holdings as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.