Burney Company’s Primerica PRI Stock Holding History

Burney Company’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
2017 Q1	–	Sell	-5,470	Closed	-$378K	–	401
2016 Q4	$378K	Buy	5,470 +951	+21%	+$60.5K	0.03%	291
2016 Q3	$244K	Buy	+4,519	New	+$250K	0.02%	344

Other funds holding PRI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Burney Company's PRI Position: Q1 2017 in Review

Burney Company sold out of Primerica (PRI) in Q1 2017, closing a stake of 5,470 shares — an estimated $378K sold.

Burney Company first reported a position in PRI in Q3 2016 and held it in 2 quarters. The position peaked at $378K in Q4 2016. 246 funds tracked by Wall St. Rank hold PRI as of Q1 2017.

Burney Company reported no remaining Primerica position as of Q1 2017 after selling out during the quarter.
Burney Company sold 5,470 Primerica shares in Q1 2017, an estimated $378K.
Burney Company first reported a position in Primerica in Q3 2016 and held it in 2 quarters.
Burney Company's Primerica position peaked at $378K in Q4 2016.
246 funds tracked by Wall St. Rank held Primerica as of Q1 2017.

Based on Burney Company's 13F filing for Q1 2017, filed 11 May 2017.