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Mountain Capital Investment Advisors’s Primerica PRI Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-25
Closed -$2K – 330
2017
Q3 		$2K Sell
25
-1,631
-98% -$127K ﹤0.01% 440
2017
Q2 		$125K Buy
+1,656
New +$130K 0.12% 60

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Mountain Capital Investment Advisors's PRI Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Primerica (PRI) in Q4 2017, closing a stake of 25 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in PRI in Q2 2017 and held it in 2 quarters. The position peaked at $125K in Q2 2017. 285 funds tracked by Wall St. Rank hold PRI as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Primerica position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 25 Primerica shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in Primerica in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Primerica position peaked at $125K in Q2 2017.
  • 285 funds tracked by Wall St. Rank held Primerica as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.