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Cornerstone Advisors (Washington)’s Primerica PRI Stock Holding History

Cornerstone Advisors (Washington)’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
-62
Closed -$7K – 1229
2019
Q2 		$7K Buy
62
+39
+170% +$4.83K ﹤0.01% 869
2019
Q1 		$3K Buy
+23
New +$2.65K ﹤0.01% 935
2018
Q2 		– Sell
-10
Closed -$1K – 1257
2018
Q1 		$1K Buy
+10
New +$1K ﹤0.01% 1050

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

Cornerstone Advisors (Washington)'s PRI Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Primerica (PRI) in Q3 2019, closing a stake of 62 shares — an estimated $7K sold.

Cornerstone Advisors (Washington) first reported a position in PRI in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 296 funds tracked by Wall St. Rank hold PRI as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Primerica position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 62 Primerica shares in Q3 2019, an estimated $7K.
  • Cornerstone Advisors (Washington) first reported a position in Primerica in Q1 2018 and held it in 3 quarters.
  • Cornerstone Advisors (Washington)'s Primerica position peaked at $7K in Q2 2019.
  • 296 funds tracked by Wall St. Rank held Primerica as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.