Northwest Wealth Management’s Primerica PRI Stock Holding History

Northwest Wealth Management’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	-150	Closed	-$18K	–	378
2019 Q1	$18K	Hold	150	–	–	0.01%	298
2018 Q4	$15K	Hold	150	–	–	0.01%	296
2018 Q3	$18K	Hold	150	–	–	0.01%	303
2018 Q2	$15K	Hold	150	–	–	0.01%	313
2018 Q1	$14K	Buy	+150	New	+$15.1K	0.01%	323

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Wealth Management's PRI Position: Q2 2019 in Review

Northwest Wealth Management sold out of Primerica (PRI) in Q2 2019, closing a stake of 150 shares — an estimated $18K sold.

Northwest Wealth Management first reported a position in PRI in Q1 2018 and held it in 5 quarters. The position peaked at $18K in Q1 2019. 303 funds tracked by Wall St. Rank hold PRI as of Q2 2019.

Northwest Wealth Management reported no remaining Primerica position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 150 Primerica shares in Q2 2019, an estimated $18K.
Northwest Wealth Management first reported a position in Primerica in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Primerica position peaked at $18K in Q1 2019.
303 funds tracked by Wall St. Rank held Primerica as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.