PIP
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Palisades Investment Partners’s Primerica PRI Stock Holding History

Palisades Investment Partners’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
2014
Q2 		$589K Sell
12,300
-8,523
-41% -$391K 1.05% 44
2014
Q1 		$981K Buy
+20,823
New +$925K 1.06% 44

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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

Palisades Investment Partners's PRI Position: Q2 2014 in Review

Palisades Investment Partners reduced its Primerica (PRI) stake by 41% in Q2 2014, selling an estimated $391K and leaving 12,300 shares worth $589K. The position accounts for 1.05% of the portfolio, ranked #44.

Palisades Investment Partners first reported a position in PRI in Q1 2014 and has held it in 2 quarters since. The position peaked at $981K in Q1 2014. 172 funds tracked by Wall St. Rank hold PRI as of Q2 2014.

  • Palisades Investment Partners held 12,300 shares of Primerica worth $589K as of Q2 2014.
  • Palisades Investment Partners sold 8,523 Primerica shares in Q2 2014, an estimated $391K.
  • Primerica made up 1.05% of Palisades Investment Partners's portfolio in Q2 2014, its #44 holding.
  • Palisades Investment Partners first reported a position in Primerica in Q1 2014 and has held it in 2 quarters since.
  • Palisades Investment Partners's Primerica position peaked at $981K in Q1 2014.
  • 172 funds tracked by Wall St. Rank held Primerica as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.