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Commonwealth Bank of Australia’s Primerica PRI Stock Holding History

Commonwealth Bank of Australia’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
2019
Q3 		– Sell
-4,800
Closed -$575K – 720
2019
Q2 		$575K Buy
4,800
+1,300
+37% +$161K 0.01% 682
2019
Q1 		$427K Hold
3,500
– – ﹤0.01% 669
2018
Q4 		$341K Hold
3,500
– – ﹤0.01% 694
2018
Q3 		$421K Buy
+3,500
New +$406K ﹤0.01% 706

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Bank of Australia's PRI Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of Primerica (PRI) in Q3 2019, closing a stake of 4,800 shares — an estimated $575K sold.

Commonwealth Bank of Australia first reported a position in PRI in Q3 2018 and held it in 4 quarters. The position peaked at $575K in Q2 2019. 296 funds tracked by Wall St. Rank hold PRI as of Q3 2019.

  • Commonwealth Bank of Australia reported no remaining Primerica position as of Q3 2019 after selling out during the quarter.
  • Commonwealth Bank of Australia sold 4,800 Primerica shares in Q3 2019, an estimated $575K.
  • Commonwealth Bank of Australia first reported a position in Primerica in Q3 2018 and held it in 4 quarters.
  • Commonwealth Bank of Australia's Primerica position peaked at $575K in Q2 2019.
  • 296 funds tracked by Wall St. Rank held Primerica as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.