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Gradient Investments’s Primoris Services PRIM Stock Holding History

Gradient Investments’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
2015
Q1 		– Sell
-17,833
Closed -$414K – 688
2014
Q4 		$414K Sell
17,833
-2,547
-12% -$63.7K 0.07% 138
2014
Q3 		$547K Buy
20,380
+3,250
+19% +$89.1K 0.1% 119
2014
Q2 		$494K Buy
+17,130
New +$495K 0.1% 128

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gradient Investments's PRIM Position: Q1 2015 in Review

Gradient Investments sold out of Primoris Services (PRIM) in Q1 2015, closing a stake of 17,833 shares — an estimated $414K sold.

Gradient Investments first reported a position in PRIM in Q2 2014 and held it in 3 quarters. The position peaked at $547K in Q3 2014. 130 funds tracked by Wall St. Rank hold PRIM as of Q1 2015.

  • Gradient Investments reported no remaining Primoris Services position as of Q1 2015 after selling out during the quarter.
  • Gradient Investments sold 17,833 Primoris Services shares in Q1 2015, an estimated $414K.
  • Gradient Investments first reported a position in Primoris Services in Q2 2014 and held it in 3 quarters.
  • Gradient Investments's Primoris Services position peaked at $547K in Q3 2014.
  • 130 funds tracked by Wall St. Rank held Primoris Services as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.