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Krilogy Financial’s Primerica PRI Stock Holding History

Krilogy Financial’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
Q4 		– Sell
-600
Closed -$72K – 529
2018
Q3 		$72K Buy
+600
New +$69.6K 0.02% 266
2018
Q2 		– Sell
-600
Closed -$58K – 502
2018
Q1 		$58K Hold
600
– – 0.01% 307
2017
Q4 		$61K Hold
600
– – 0.01% 295
2017
Q3 		$49K Hold
600
– – 0.01% 348
2017
Q2 		$45K Hold
600
– – 0.01% 317
2017
Q1 		$41K Hold
600
– – 0.01% 313
2016
Q4 		$41K Hold
600
– – 0.01% 313
2016
Q3 		$32K Hold
600
– – 0.01% 375
2016
Q2 		$34K Hold
600
– – 0.01% 365
2016
Q1 		$27K Hold
600
– – 0.01% 355
2015
Q4 		$28K Hold
600
– – 0.03% 177
2015
Q3 		$27K Buy
+600
New +$26.3K 0.01% 273

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
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

Krilogy Financial's PRI Position: Q4 2018 in Review

Krilogy Financial sold out of Primerica (PRI) in Q4 2018, closing a stake of 600 shares — an estimated $72K sold.

Krilogy Financial first reported a position in PRI in Q3 2015 and held it in 12 quarters. The position peaked at $72K in Q3 2018. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2018.

  • Krilogy Financial reported no remaining Primerica position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 600 Primerica shares in Q4 2018, an estimated $72K.
  • Krilogy Financial first reported a position in Primerica in Q3 2015 and held it in 12 quarters.
  • Krilogy Financial's Primerica position peaked at $72K in Q3 2018.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.