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Sterling Global Strategies’s Primerica PRI Stock Holding History

Sterling Global Strategies’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
Q1 		– Sell
-398
Closed -$38.9K – 144
2018
Q4 		$38.9K Buy
+398
New +$44.3K 0.2% 76

Other funds holding PRI

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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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Global Strategies's PRI Position: Q1 2019 in Review

Sterling Global Strategies sold out of Primerica (PRI) in Q1 2019, closing a stake of 398 shares — an estimated $38.9K sold.

Sterling Global Strategies first reported a position in PRI in Q4 2018 and held it in 1 quarter. The position peaked at $38.9K in Q4 2018. 270 funds tracked by Wall St. Rank hold PRI as of Q1 2019.

  • Sterling Global Strategies reported no remaining Primerica position as of Q1 2019 after selling out during the quarter.
  • Sterling Global Strategies sold 398 Primerica shares in Q1 2019, an estimated $38.9K.
  • Sterling Global Strategies first reported a position in Primerica in Q4 2018 and held it in 1 quarter.
  • Sterling Global Strategies's Primerica position peaked at $38.9K in Q4 2018.
  • 270 funds tracked by Wall St. Rank held Primerica as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.