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RGT Wealth Advisors’s Primerica PRI Stock Holding History

RGT Wealth 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
-3,992
Closed -$481K – 35
2018
Q3 		$481K Hold
3,992
– – 1.63% 18
2018
Q2 		$398K Buy
3,992
+103
+3% +$10.1K 1.28% 17
2018
Q1 		$376K Buy
3,889
+671
+21% +$67.4K 0.18% 54
2017
Q4 		$327K Hold
3,218
– – 0.18% 59
2017
Q3 		$262K Hold
3,218
– – 0.17% 70
2017
Q2 		$244K Hold
3,218
– – 0.17% 68
2017
Q1 		$265K Buy
+3,218
New +$251K 0.18% 67

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

RGT Wealth Advisors's PRI Position: Q4 2018 in Review

RGT Wealth Advisors sold out of Primerica (PRI) in Q4 2018, closing a stake of 3,992 shares — an estimated $481K sold.

RGT Wealth Advisors first reported a position in PRI in Q1 2017 and held it in 7 quarters. The position peaked at $481K in Q3 2018. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2018.

  • RGT Wealth Advisors reported no remaining Primerica position as of Q4 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 3,992 Primerica shares in Q4 2018, an estimated $481K.
  • RGT Wealth Advisors first reported a position in Primerica in Q1 2017 and held it in 7 quarters.
  • RGT Wealth Advisors's Primerica position peaked at $481K in Q3 2018.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.