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Optimum Investment Advisors’s Primerica PRI Stock Holding History

Optimum 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
2018
Q4 		– Sell
-300
Closed -$36K – 1014
2018
Q3 		$36K Hold
300
– – 0.01% 606
2018
Q2 		$30K Hold
300
– – 0.01% 650
2018
Q1 		$29K Buy
+300
New +$30.1K 0.01% 637

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Optimum Investment Advisors's PRI Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Primerica (PRI) in Q4 2018, closing a stake of 300 shares — an estimated $36K sold.

Optimum Investment Advisors first reported a position in PRI in Q1 2018 and held it in 3 quarters. The position peaked at $36K in Q3 2018. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Primerica position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Primerica shares in Q4 2018, an estimated $36K.
  • Optimum Investment Advisors first reported a position in Primerica in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Primerica position peaked at $36K in Q3 2018.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.