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Evanston Advisors’s Primerica PRI Stock Holding History

Evanston 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
2018
Q4 		$3.53M Sell
36,107
-702
-2% -$78.1K 0.96% 31
2018
Q3 		$4.44M Sell
36,809
-2,536
-6% -$294K 0.97% 37
2018
Q2 		$3.92M Buy
39,345
+904
+2% +$88.5K 0.88% 41
2018
Q1 		$3.71M Buy
38,441
+356
+0.9% +$35.8K 0.86% 38
2017
Q4 		$3.87M Sell
38,085
-1,687
-4% -$161K 0.93% 37
2017
Q3 		$3.24M Buy
+39,772
New +$3.11M 0.78% 44

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
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

Evanston Advisors's PRI Position: Q4 2018 in Review

Evanston Advisors reduced its Primerica (PRI) stake by 1.9% in Q4 2018, selling an estimated $78.1K and leaving 36,107 shares worth $3.53M. The position accounts for 0.96% of the portfolio, ranked #31.

Evanston Advisors first reported a position in PRI in Q3 2017 and has held it in 6 quarters since. The position peaked at $4.44M in Q3 2018. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2018.

  • Evanston Advisors held 36,107 shares of Primerica worth $3.53M as of Q4 2018.
  • Evanston Advisors sold 702 Primerica shares in Q4 2018, an estimated $78.1K.
  • Primerica made up 0.96% of Evanston Advisors's portfolio in Q4 2018, its #31 holding.
  • Evanston Advisors first reported a position in Primerica in Q3 2017 and has held it in 6 quarters since.
  • Evanston Advisors's Primerica position peaked at $4.44M in Q3 2018.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.