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Nationwide Fund Advisors’s Primerica PRI Stock Holding History

Nationwide Fund 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
-115,808
Closed -$9.44M – 1577
2017
Q3 		$9.44M Sell
115,808
-5,125
-4% -$400K 0.04% 686
2017
Q2 		$9.16M Buy
120,933
+4,732
+4% +$371K 0.04% 689
2017
Q1 		$9.55M Sell
116,201
-3,555
-3% -$277K 0.04% 664
2016
Q4 		$8.28M Buy
119,756
+10,839
+10% +$689K 0.03% 739
2016
Q3 		$5.78M Sell
108,917
-5,242
-5% -$290K 0.02% 896
2016
Q2 		$6.53M Sell
114,159
-333
-0.3% -$17.3K 0.03% 811
2016
Q1 		$5.12M Buy
114,492
+3,145
+3% +$136K 0.02% 922
2015
Q4 		$5.26M Sell
111,347
-1,114
-1% -$54.5K 0.02% 890
2015
Q3 		$5.07M Sell
112,461
-3,424
-3% -$150K 0.02% 910
2015
Q2 		$5.29M Sell
115,885
-9,582
-8% -$448K 0.02% 935
2015
Q1 		$6.39M Sell
125,467
-7,189
-5% -$373K 0.03% 865
2014
Q4 		$7.2M Sell
132,656
-3,261
-2% -$166K 0.03% 741
2014
Q3 		$6.55M Sell
135,917
-6,323
-4% -$306K 0.03% 794
2014
Q2 		$6.81M Sell
142,240
-14,237
-9% -$654K 0.03% 815
2014
Q1 		$7.37M Buy
156,477
+19,574
+14% +$870K 0.03% 679
2013
Q4 		$5.88M Sell
136,903
-1,943
-1% -$82.4K 0.02% 863
2013
Q3 		$5.6M Buy
138,846
+24,088
+21% +$954K 0.03% 848
2013
Q2 		$4.3M Buy
+114,758
New +$3.96M 0.02% 885

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

Nationwide Fund Advisors's PRI Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Primerica (PRI) in Q4 2017, closing a stake of 115,808 shares — an estimated $9.44M sold.

Nationwide Fund Advisors first reported a position in PRI in Q2 2013 and held it in 18 quarters. The position peaked at $9.55M in Q1 2017. 285 funds tracked by Wall St. Rank hold PRI as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Primerica position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 115,808 Primerica shares in Q4 2017, an estimated $9.44M.
  • Nationwide Fund Advisors first reported a position in Primerica in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Primerica position peaked at $9.55M in Q1 2017.
  • 285 funds tracked by Wall St. Rank held Primerica as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.