Csenge Advisory Group’s Primerica PRI Stock Holding History

Csenge Advisory Group’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
2018 Q4	–	Sell	-54	Closed	-$6K	–	1156
2018 Q3	$6K	Buy	+54	New	+$6.26K	﹤0.01%	592
2018 Q2	–	Sell	-2,790	Closed	-$270K	–	299
2018 Q1	$270K	Buy	2,790 +720	+35%	+$72.3K	0.09%	215
2017 Q4	$210K	Buy	+2,070	New	+$197K	0.08%	236

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

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

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

BWA

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

BAM

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

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Csenge Advisory Group's PRI Position: Q4 2018 in Review

Csenge Advisory Group sold out of Primerica (PRI) in Q4 2018, closing a stake of 54 shares — an estimated $6K sold.

Csenge Advisory Group first reported a position in PRI in Q4 2017 and held it in 3 quarters. The position peaked at $270K in Q1 2018. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2018.

Csenge Advisory Group reported no remaining Primerica position as of Q4 2018 after selling out during the quarter.
Csenge Advisory Group sold 54 Primerica shares in Q4 2018, an estimated $6K.
Csenge Advisory Group first reported a position in Primerica in Q4 2017 and held it in 3 quarters.
Csenge Advisory Group's Primerica position peaked at $270K in Q1 2018.
273 funds tracked by Wall St. Rank held Primerica as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.