DPA
PRI icon

Delphi Private Advisors’s Primerica PRI Stock Holding History

Delphi Private Advisors’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
2016
Q4 		– Sell
-25
Closed -$1K – 406
2016
Q3 		$1K Hold
25
– – ﹤0.01% 390
2016
Q2 		$1K Buy
+25
New +$1.3K ﹤0.01% 408

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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Delphi Private Advisors's PRI Position: Q4 2016 in Review

Delphi Private Advisors sold out of Primerica (PRI) in Q4 2016, closing a stake of 25 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in PRI in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2016.

  • Delphi Private Advisors reported no remaining Primerica position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 25 Primerica shares in Q4 2016, an estimated $1K.
  • Delphi Private Advisors first reported a position in Primerica in Q2 2016 and held it in 2 quarters.
  • Delphi Private Advisors's Primerica position peaked at $1K in Q3 2016.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.