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Rational Advisors’s Primoris Services PRIM Stock Holding History

Rational Advisors’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
2013
Q4 		$2.84M Sell
91,200
-800
-0.9% -$21.9K 0.24% 141
2013
Q3 		$2.34M Sell
92,000
-300
-0.3% -$6.79K 0.18% 181
2013
Q2 		$1.82M Buy
+92,300
New +$1.96M 0.15% 226

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rational Advisors's PRIM Position: Q4 2013 in Review

Rational Advisors reduced its Primoris Services (PRIM) stake by 0.87% in Q4 2013, selling an estimated $21.9K and leaving 91,200 shares worth $2.84M. The position accounts for 0.24% of the portfolio, ranked #141.

Rational Advisors first reported a position in PRIM in Q2 2013 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold PRIM as of Q4 2013.

  • Rational Advisors held 91,200 shares of Primoris Services worth $2.84M as of Q4 2013.
  • Rational Advisors sold 800 Primoris Services shares in Q4 2013, an estimated $21.9K.
  • Primoris Services made up 0.24% of Rational Advisors's portfolio in Q4 2013, its #141 holding.
  • Rational Advisors first reported a position in Primoris Services in Q2 2013 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Primoris Services as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.