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Gupta Wealth Management’s Primerica PRI Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$207K Buy
4,639
+624
+16% +$27K 0.05% 241
2015
Q4 		$190K Sell
4,015
-2,562
-39% -$125K 0.05% 254
2015
Q3 		$296K Sell
6,577
-3,882
-37% -$170K 0.07% 187
2015
Q2 		$478K Buy
+10,459
New +$489K 0.12% 151

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Gupta Wealth Management's PRI Position: Q1 2016 in Review

Gupta Wealth Management increased its Primerica (PRI) stake by 16% in Q1 2016, buying an estimated $27K and bringing the position to 4,639 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #241.

Gupta Wealth Management first reported a position in PRI in Q2 2015 and has held it in 4 quarters since. The position peaked at $478K in Q2 2015. 212 funds tracked by Wall St. Rank hold PRI as of Q1 2016.

  • Gupta Wealth Management held 4,639 shares of Primerica worth $207K as of Q1 2016.
  • Gupta Wealth Management bought 624 Primerica shares in Q1 2016, an estimated $27K.
  • Primerica made up 0.05% of Gupta Wealth Management's portfolio in Q1 2016, its #241 holding.
  • Gupta Wealth Management first reported a position in Primerica in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Primerica position peaked at $478K in Q2 2015.
  • 212 funds tracked by Wall St. Rank held Primerica as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.