Israel Discount Bank of New York’s Primoris Services PRIM Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-960	Closed	-$20K	–	287
2019 Q1	$20K	Hold	960	–	–	0.01%	334
2018 Q4	$18K	Hold	960	–	–	0.01%	335
2018 Q3	$24K	Sell	960 -580	-38%	-$15.2K	0.02%	325
2018 Q2	$42K	Hold	1,540	–	–	0.03%	303
2018 Q1	$38K	Hold	1,540	–	–	0.03%	313
2017 Q4	$42K	Sell	1,540 -25	-2%	-$695	0.03%	311
2017 Q3	$46K	Hold	1,565	–	–	0.03%	283
2017 Q2	$39K	Sell	1,565 -40	-2%	-$945	0.03%	304
2017 Q1	$37K	Hold	1,605	–	–	0.03%	309
2016 Q4	$37K	Buy	+1,605	New	+$35.3K	0.03%	327

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Israel Discount Bank of New York's PRIM Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Primoris Services (PRIM) in Q2 2019, closing a stake of 960 shares — an estimated $20K sold.

Israel Discount Bank of New York first reported a position in PRIM in Q4 2016 and held it in 10 quarters. The position peaked at $46K in Q3 2017. 134 funds tracked by Wall St. Rank hold PRIM as of Q2 2019.

Israel Discount Bank of New York reported no remaining Primoris Services position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 960 Primoris Services shares in Q2 2019, an estimated $20K.
Israel Discount Bank of New York first reported a position in Primoris Services in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Primoris Services position peaked at $46K in Q3 2017.
134 funds tracked by Wall St. Rank held Primoris Services as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.