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Mosaic Family Wealth’s Primoris Services PRIM Stock Holding History

Mosaic Family Wealth’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
-175
Closed -$5K – 866
2017
Q3 		$5K Buy
+175
New +$4.66K ﹤0.01% 713

Other funds holding PRIM

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
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

Mosaic Family Wealth's PRIM Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Primoris Services (PRIM) in Q4 2017, closing a stake of 175 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in PRIM in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 165 funds tracked by Wall St. Rank hold PRIM as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Primoris Services position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 175 Primoris Services shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Primoris Services in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Primoris Services position peaked at $5K in Q3 2017.
  • 165 funds tracked by Wall St. Rank held Primoris Services as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.