Simplicity Solutions’s Primerica PRI Stock Holding History

Simplicity Solutions’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
2017 Q2	–	Sell	-3,339	Closed	-$274K	–	433
2017 Q1	$274K	Buy	+3,339	New	+$260K	0.04%	312

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Solutions's PRI Position: Q2 2017 in Review

Simplicity Solutions sold out of Primerica (PRI) in Q2 2017, closing a stake of 3,339 shares — an estimated $274K sold.

Simplicity Solutions first reported a position in PRI in Q1 2017 and held it in 1 quarter. The position peaked at $274K in Q1 2017. 251 funds tracked by Wall St. Rank hold PRI as of Q2 2017.

Simplicity Solutions reported no remaining Primerica position as of Q2 2017 after selling out during the quarter.
Simplicity Solutions sold 3,339 Primerica shares in Q2 2017, an estimated $274K.
Simplicity Solutions first reported a position in Primerica in Q1 2017 and held it in 1 quarter.
Simplicity Solutions's Primerica position peaked at $274K in Q1 2017.
251 funds tracked by Wall St. Rank held Primerica as of Q2 2017.

Based on Simplicity Solutions's 13F filing for Q2 2017, filed 9 Aug 2017.