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First Personal Financial Services’s Primoris Services PRIM Stock Holding History

First Personal Financial Services’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-61
Closed -$1K – 872
2017
Q1 		$1K Sell
61
-242
-80% -$5.81K ﹤0.01% 858
2016
Q4 		$7K Sell
303
-148
-33% -$3.25K ﹤0.01% 786
2016
Q3 		$9K Hold
451
– – ﹤0.01% 612
2016
Q2 		$9K Buy
+451
New +$9.74K ﹤0.01% 591

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

First Personal Financial Services's PRIM Position: Q2 2017 in Review

First Personal Financial Services sold out of Primoris Services (PRIM) in Q2 2017, closing a stake of 61 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in PRIM in Q2 2016 and held it in 4 quarters. The position peaked at $9K in Q3 2016. 127 funds tracked by Wall St. Rank hold PRIM as of Q2 2017.

  • First Personal Financial Services reported no remaining Primoris Services position as of Q2 2017 after selling out during the quarter.
  • First Personal Financial Services sold 61 Primoris Services shares in Q2 2017, an estimated $1K.
  • First Personal Financial Services first reported a position in Primoris Services in Q2 2016 and held it in 4 quarters.
  • First Personal Financial Services's Primoris Services position peaked at $9K in Q3 2016.
  • 127 funds tracked by Wall St. Rank held Primoris Services as of Q2 2017.

Based on First Personal Financial Services's 13F filing for Q2 2017, filed 3 Aug 2017.