Rehmann Capital Advisory Group’s Primerica PRI Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$51.5K	Hold	405	–	–	0.01%	606
2019 Q2	$48.6K	Hold	405	–	–	0.01%	844
2019 Q1	$49.5K	Sell	405 -14	-3%	-$1.61K	0.01%	814
2018 Q4	$40.9K	Hold	419	–	–	0.01%	651
2018 Q3	$50.5K	Hold	419	–	–	0.01%	793
2018 Q2	$41.7K	Buy	419 +35	+9%	+$3.43K	0.01%	847
2018 Q1	$37K	Buy	+384	New	+$38.6K	0.01%	872

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

Rehmann Capital Advisory Group's PRI Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its Primerica (PRI) position steady in Q3 2019 at 405 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #606.

Rehmann Capital Advisory Group first reported a position in PRI in Q1 2018 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold PRI as of Q3 2019.

Rehmann Capital Advisory Group held 405 shares of Primerica worth $51.5K as of Q3 2019.
Rehmann Capital Advisory Group left its Primerica share count unchanged in Q3 2019.
Primerica made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #606 holding.
Rehmann Capital Advisory Group first reported a position in Primerica in Q1 2018 and has held it in 7 quarters since.
296 funds tracked by Wall St. Rank held Primerica as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.