Lucus Advisors’s Primoris Services PRIM Stock Holding History

Lucus Advisors’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
2017 Q4	–	Sell	-11,882	Closed	-$350K	–	237
2017 Q3	$350K	Buy	+11,882	New	+$316K	0.49%	55

Other funds holding PRIM

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

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

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

GKIM

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

Lucus Advisors's PRIM Position: Q4 2017 in Review

Lucus Advisors sold out of Primoris Services (PRIM) in Q4 2017, closing a stake of 11,882 shares — an estimated $350K sold.

Lucus Advisors first reported a position in PRIM in Q3 2017 and held it in 1 quarter. The position peaked at $350K in Q3 2017. 165 funds tracked by Wall St. Rank hold PRIM as of Q4 2017.

Lucus Advisors reported no remaining Primoris Services position as of Q4 2017 after selling out during the quarter.
Lucus Advisors sold 11,882 Primoris Services shares in Q4 2017, an estimated $350K.
Lucus Advisors first reported a position in Primoris Services in Q3 2017 and held it in 1 quarter.
Lucus Advisors's Primoris Services position peaked at $350K in Q3 2017.
165 funds tracked by Wall St. Rank held Primoris Services as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.