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BRC Investment Management’s Primerica PRI Stock Holding History

BRC 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
2016
Q3 		$705K Buy
13,292
+4
+0% +$221 0.12% 159
2016
Q2 		$761K Buy
+13,288
New +$690K 0.13% 78
2016
Q1 		– Sell
-13,723
Closed -$648K – 141
2015
Q4 		$648K Buy
+13,723
New +$671K 0.1% 103

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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

BRC Investment Management's PRI Position: Q3 2016 in Review

BRC Investment Management increased its Primerica (PRI) stake by 0.03% in Q3 2016, buying an estimated $221 and bringing the position to 13,292 shares worth $705K. The position accounts for 0.12% of the portfolio, ranked #159.

BRC Investment Management first reported a position in PRI in Q4 2015 and has held it in 3 quarters since. The position peaked at $761K in Q2 2016. 244 funds tracked by Wall St. Rank hold PRI as of Q3 2016.

  • BRC Investment Management held 13,292 shares of Primerica worth $705K as of Q3 2016.
  • BRC Investment Management bought 4 Primerica shares in Q3 2016, an estimated $221.
  • Primerica made up 0.12% of BRC Investment Management's portfolio in Q3 2016, its #159 holding.
  • BRC Investment Management first reported a position in Primerica in Q4 2015 and has held it in 3 quarters since.
  • BRC Investment Management's Primerica position peaked at $761K in Q2 2016.
  • 244 funds tracked by Wall St. Rank held Primerica as of Q3 2016.

Based on BRC Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.