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Placemark Investments’s Primoris Services PRIM Stock Holding History

Placemark Investments’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,457
Closed -$225K – 1680
2014
Q3 		$225K Sell
8,457
-579
-6% -$15.9K ﹤0.01% 1515
2014
Q2 		$259K Buy
9,036
+994
+12% +$28.7K ﹤0.01% 1461
2014
Q1 		$240K Sell
8,042
-924
-10% -$29.2K ﹤0.01% 1436
2013
Q4 		$280K Buy
8,966
+500
+6% +$13.7K ﹤0.01% 1386
2013
Q3 		$217K Buy
+8,466
New +$192K ﹤0.01% 1451

Other funds holding PRIM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Placemark Investments's PRIM Position: Q4 2014 in Review

Placemark Investments sold out of Primoris Services (PRIM) in Q4 2014, closing a stake of 8,457 shares — an estimated $225K sold.

Placemark Investments first reported a position in PRIM in Q3 2013 and held it in 5 quarters. The position peaked at $280K in Q4 2013. 133 funds tracked by Wall St. Rank hold PRIM as of Q4 2014.

  • Placemark Investments reported no remaining Primoris Services position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 8,457 Primoris Services shares in Q4 2014, an estimated $225K.
  • Placemark Investments first reported a position in Primoris Services in Q3 2013 and held it in 5 quarters.
  • Placemark Investments's Primoris Services position peaked at $280K in Q4 2013.
  • 133 funds tracked by Wall St. Rank held Primoris Services as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.