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Interactive Financial Advisors’s Primerica PRI Stock Holding History

Interactive Financial Advisors’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
Q2 		– Sell
-5
Closed – – 123
2014
Q1 		$0 Buy
+5
New +$222 ﹤0.01% 136

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Interactive Financial Advisors's PRI Position: Q2 2014 in Review

Interactive Financial Advisors sold out of Primerica (PRI) in Q2 2014, closing a stake of 5 shares.

Interactive Financial Advisors first reported a position in PRI in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 172 funds tracked by Wall St. Rank hold PRI as of Q2 2014.

  • Interactive Financial Advisors reported no remaining Primerica position as of Q2 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 5 Primerica shares in Q2 2014.
  • Interactive Financial Advisors first reported a position in Primerica in Q1 2014 and held it in 1 quarter.
  • Interactive Financial Advisors's Primerica position peaked at $0 in Q1 2014.
  • 172 funds tracked by Wall St. Rank held Primerica as of Q2 2014.

Based on Interactive Financial Advisors's 13F filing for Q2 2014, filed 30 Jul 2014.