SPIA
PRHI

Steward Partners Investment Advisory’s Presurance Holdings PRHI Stock Holding History

Steward Partners Investment Advisory’s Portfolio PRHI Stock Details PRHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-86
Closed -$3K – 1875
2017
Q3 		$3K Hold
86
– – ﹤0.01% 1388
2017
Q2 		$4K Buy
86
+43
+100% +$2.23K ﹤0.01% 1265
2017
Q1 		$2K Buy
+43
New +$2.15K ﹤0.01% 1292

Other funds holding PRHI

AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
BA
BKS Advisors Southfield, Michigan $249M AUM 14.37% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's PRHI Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of Presurance Holdings (PRHI) in Q4 2017, closing a stake of 86 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in PRHI in Q1 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2017. 17 funds tracked by Wall St. Rank hold PRHI as of Q4 2017.

  • Steward Partners Investment Advisory reported no remaining Presurance Holdings position as of Q4 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 86 Presurance Holdings shares in Q4 2017, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in Presurance Holdings in Q1 2017 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Presurance Holdings position peaked at $4K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held Presurance Holdings as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.