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Calvert Investment Management’s Primerica PRI Stock Holding History

Calvert 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
2017
Q1 		– Sell
-3,233
Closed -$224K – 459
2016
Q4 		$224K Buy
+3,233
New +$206K 0.01% 754
2016
Q3 		– Sell
-3,500
Closed -$200K – 808
2016
Q2 		$200K Buy
+3,500
New +$182K 0.01% 737

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Calvert Investment Management's PRI Position: Q1 2017 in Review

Calvert Investment Management sold out of Primerica (PRI) in Q1 2017, closing a stake of 3,233 shares — an estimated $224K sold.

Calvert Investment Management first reported a position in PRI in Q2 2016 and held it in 2 quarters. The position peaked at $224K in Q4 2016. 246 funds tracked by Wall St. Rank hold PRI as of Q1 2017.

  • Calvert Investment Management reported no remaining Primerica position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 3,233 Primerica shares in Q1 2017, an estimated $224K.
  • Calvert Investment Management first reported a position in Primerica in Q2 2016 and held it in 2 quarters.
  • Calvert Investment Management's Primerica position peaked at $224K in Q4 2016.
  • 246 funds tracked by Wall St. Rank held Primerica as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.