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MSI Financial Services’s Primerica PRI Stock Holding History

MSI Financial Services’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
2016
Q4 		$11K Buy
162
+128
+376% +$8.14K ﹤0.01% 2763
2016
Q3 		$2K Hold
34
– – ﹤0.01% 3519
2016
Q2 		$2K Hold
34
– – ﹤0.01% 3536
2016
Q1 		$2K Hold
34
– – ﹤0.01% 3563
2015
Q4 		$2K Buy
+34
New +$1.66K ﹤0.01% 3469

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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MSI Financial Services's PRI Position: Q4 2016 in Review

MSI Financial Services increased its Primerica (PRI) stake by 376% in Q4 2016, buying an estimated $8.14K and bringing the position to 162 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

MSI Financial Services first reported a position in PRI in Q4 2015 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2016.

  • MSI Financial Services held 162 shares of Primerica worth $11K as of Q4 2016.
  • MSI Financial Services bought 128 Primerica shares in Q4 2016, an estimated $8.14K.
  • Primerica made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2763 holding.
  • MSI Financial Services first reported a position in Primerica in Q4 2015 and has held it in 5 quarters since.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.