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First Personal Financial Services’s Primerica PRI Stock Holding History

First Personal Financial Services’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
2017
Q3 		– Sell
-31
Closed -$2K – 861
2017
Q2 		$2K Sell
31
-209
-87% -$16.4K ﹤0.01% 838
2017
Q1 		$20K Hold
240
– – ﹤0.01% 567
2016
Q4 		$17K Buy
+240
New +$15.3K ﹤0.01% 580

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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Personal Financial Services's PRI Position: Q3 2017 in Review

First Personal Financial Services sold out of Primerica (PRI) in Q3 2017, closing a stake of 31 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in PRI in Q4 2016 and held it in 3 quarters. The position peaked at $20K in Q1 2017. 258 funds tracked by Wall St. Rank hold PRI as of Q3 2017.

  • First Personal Financial Services reported no remaining Primerica position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 31 Primerica shares in Q3 2017, an estimated $2K.
  • First Personal Financial Services first reported a position in Primerica in Q4 2016 and held it in 3 quarters.
  • First Personal Financial Services's Primerica position peaked at $20K in Q1 2017.
  • 258 funds tracked by Wall St. Rank held Primerica as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.