MNBTD
PRI icon

Moody National Bank Trust Division’s Primerica PRI Stock Holding History

Moody National Bank Trust Division’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
2019
Q2 		– Sell
-60
Closed -$7K – 815
2019
Q1 		$7K Hold
60
– – ﹤0.01% 729
2018
Q4 		$6K Buy
+60
New +$6.67K ﹤0.01% 703

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moody National Bank Trust Division's PRI Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of Primerica (PRI) in Q2 2019, closing a stake of 60 shares — an estimated $7K sold.

Moody National Bank Trust Division first reported a position in PRI in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 303 funds tracked by Wall St. Rank hold PRI as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining Primerica position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 60 Primerica shares in Q2 2019, an estimated $7K.
  • Moody National Bank Trust Division first reported a position in Primerica in Q4 2018 and held it in 2 quarters.
  • Moody National Bank Trust Division's Primerica position peaked at $7K in Q1 2019.
  • 303 funds tracked by Wall St. Rank held Primerica as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.