Spectrum Management Group’s Primerica PRI Stock Holding History

Spectrum Management 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
2017 Q4	–	Sell	-3	Closed	–	–	372
2017 Q3	$0	Buy	+3	New	+$234	﹤0.01%	429

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Spectrum Management Group's PRI Position: Q4 2017 in Review

Spectrum Management Group sold out of Primerica (PRI) in Q4 2017, closing a stake of 3 shares.

Spectrum Management Group first reported a position in PRI in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 285 funds tracked by Wall St. Rank hold PRI as of Q4 2017.

Spectrum Management Group reported no remaining Primerica position as of Q4 2017 after selling out during the quarter.
Spectrum Management Group sold 3 Primerica shares in Q4 2017.
Spectrum Management Group first reported a position in Primerica in Q3 2017 and held it in 1 quarter.
Spectrum Management Group's Primerica position peaked at $0 in Q3 2017.
285 funds tracked by Wall St. Rank held Primerica as of Q4 2017.

Based on Spectrum Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.