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Ground Swell Capital’s Primerica PRI Stock Holding History

Ground Swell Capital’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
2014
Q3 		$20K Buy
405
+285
+238% +$13.8K 0.04% 531
2014
Q2 		$6K Buy
+120
New +$5.51K 0.01% 997

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Ground Swell Capital's PRI Position: Q3 2014 in Review

Ground Swell Capital increased its Primerica (PRI) stake by 238% in Q3 2014, buying an estimated $13.8K and bringing the position to 405 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #531.

Ground Swell Capital first reported a position in PRI in Q2 2014 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold PRI as of Q3 2014.

  • Ground Swell Capital held 405 shares of Primerica worth $20K as of Q3 2014.
  • Ground Swell Capital bought 285 Primerica shares in Q3 2014, an estimated $13.8K.
  • Primerica made up 0.04% of Ground Swell Capital's portfolio in Q3 2014, its #531 holding.
  • Ground Swell Capital first reported a position in Primerica in Q2 2014 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Primerica as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.