Kanaly Trust’s Primoris Services PRIM Stock Holding History

Kanaly Trust’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
2014 Q4	–	Sell	-125	Closed	-$3K	–	776
2014 Q3	$3K	Buy	+125	New	+$3.43K	﹤0.01%	625

Other funds holding PRIM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kanaly Trust's PRIM Position: Q4 2014 in Review

Kanaly Trust sold out of Primoris Services (PRIM) in Q4 2014, closing a stake of 125 shares — an estimated $3K sold.

Kanaly Trust first reported a position in PRIM in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 133 funds tracked by Wall St. Rank hold PRIM as of Q4 2014.

Kanaly Trust reported no remaining Primoris Services position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 125 Primoris Services shares in Q4 2014, an estimated $3K.
Kanaly Trust first reported a position in Primoris Services in Q3 2014 and held it in 1 quarter.
Kanaly Trust's Primoris Services position peaked at $3K in Q3 2014.
133 funds tracked by Wall St. Rank held Primoris Services as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.