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Integrated Wealth Management (Palm Desert)’s Primoris Services PRIM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q2 		– Sell
-32
Closed – – 1442
2015
Q1 		$0 Buy
+32
New +$625 ﹤0.01% 1345

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Macquarie Group
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NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PRIM Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Primoris Services (PRIM) in Q2 2015, closing a stake of 32 shares.

Integrated Wealth Management (Palm Desert) first reported a position in PRIM in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 120 funds tracked by Wall St. Rank hold PRIM as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Primoris Services position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 32 Primoris Services shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Primoris Services in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Primoris Services position peaked at $0 in Q1 2015.
  • 120 funds tracked by Wall St. Rank held Primoris Services as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.