Gideon Capital Advisors’s Primerica PRI Stock Holding History

Gideon Capital 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
2019 Q1	–	Sell	-6,739	Closed	-$658K	–	489
2018 Q4	$658K	Buy	+6,739	New	+$749K	0.27%	111
2018 Q2	–	Sell	-4,055	Closed	-$392K	–	467
2018 Q1	$392K	Buy	4,055 +1,576	+64%	+$158K	0.24%	163
2017 Q4	$252K	Buy	+2,479	New	+$236K	0.22%	203

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

CCM

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

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

Gideon Capital Advisors's PRI Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Primerica (PRI) in Q1 2019, closing a stake of 6,739 shares — an estimated $658K sold.

Gideon Capital Advisors first reported a position in PRI in Q4 2017 and held it in 3 quarters. The position peaked at $658K in Q4 2018. 270 funds tracked by Wall St. Rank hold PRI as of Q1 2019.

Gideon Capital Advisors reported no remaining Primerica position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 6,739 Primerica shares in Q1 2019, an estimated $658K.
Gideon Capital Advisors first reported a position in Primerica in Q4 2017 and held it in 3 quarters.
Gideon Capital Advisors's Primerica position peaked at $658K in Q4 2018.
270 funds tracked by Wall St. Rank held Primerica as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.