Koch Industries’s Primerica PRI Stock Holding History

Koch Industries’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
2018 Q2	–	Sell	-4,723	Closed	-$456K	–	479
2018 Q1	$456K	Buy	4,723 +662	+16%	+$66.5K	0.05%	432
2017 Q4	$412K	Buy	+4,061	New	+$387K	0.06%	322
2017 Q3	–	Sell	-3,134	Closed	-$237K	–	557
2017 Q2	$237K	Buy	+3,134	New	+$246K	0.06%	358

Other funds holding PRI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Koch Industries's PRI Position: Q2 2018 in Review

Koch Industries sold out of Primerica (PRI) in Q2 2018, closing a stake of 4,723 shares — an estimated $456K sold.

Koch Industries first reported a position in PRI in Q2 2017 and held it in 3 quarters. The position peaked at $456K in Q1 2018. 265 funds tracked by Wall St. Rank hold PRI as of Q2 2018.

Koch Industries reported no remaining Primerica position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 4,723 Primerica shares in Q2 2018, an estimated $456K.
Koch Industries first reported a position in Primerica in Q2 2017 and held it in 3 quarters.
Koch Industries's Primerica position peaked at $456K in Q1 2018.
265 funds tracked by Wall St. Rank held Primerica as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.