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Jaffetilchin Investment Partners’s Primerica PRI Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-4,621
Closed -$380K – 280
2017
Q1 		$380K Hold
4,621
– – 0.1% 170
2016
Q4 		$320K Buy
+4,621
New +$294K 0.1% 182

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

Jaffetilchin Investment Partners's PRI Position: Q2 2017 in Review

Jaffetilchin Investment Partners sold out of Primerica (PRI) in Q2 2017, closing a stake of 4,621 shares — an estimated $380K sold.

Jaffetilchin Investment Partners first reported a position in PRI in Q4 2016 and held it in 2 quarters. The position peaked at $380K in Q1 2017. 251 funds tracked by Wall St. Rank hold PRI as of Q2 2017.

  • Jaffetilchin Investment Partners reported no remaining Primerica position as of Q2 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 4,621 Primerica shares in Q2 2017, an estimated $380K.
  • Jaffetilchin Investment Partners first reported a position in Primerica in Q4 2016 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Primerica position peaked at $380K in Q1 2017.
  • 251 funds tracked by Wall St. Rank held Primerica as of Q2 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2017, filed 3 Aug 2017.