IPC
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Independent Portfolio Consultants’s Primerica PRI Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$211K Buy
+2,790
New +$219K 0.09% 282

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Independent Portfolio Consultants's PRI Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Primerica (PRI) in Q2 2017: 2,790 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #282 among its holdings.

251 funds tracked by Wall St. Rank hold PRI as of Q2 2017.

  • Independent Portfolio Consultants held 2,790 shares of Primerica worth $211K as of Q2 2017.
  • Primerica was a new Independent Portfolio Consultants position in Q2 2017.
  • Primerica made up 0.09% of Independent Portfolio Consultants's portfolio in Q2 2017, its #282 holding.
  • 251 funds tracked by Wall St. Rank held Primerica as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.