Stone Toro Investment Advisers’s Primerica PRI Stock Holding History

Stone Toro Investment Advisers’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
2015 Q1	–	Sell	-4,300	Closed	-$233K	–	54
2014 Q4	$233K	Buy	+4,300	New	+$219K	0.6%	64
2014 Q2	–	Sell	-4,800	Closed	-$226K	–	114
2014 Q1	$226K	Sell	4,800 -2,000	-29%	-$88.9K	0.32%	87
2013 Q4	$292K	Sell	6,800 -10,600	-61%	-$450K	0.26%	87
2013 Q3	$702K	Buy	17,400 +7,400	+74%	+$293K	0.46%	59
2013 Q2	$374K	Buy	+10,000	New	+$345K	0.23%	101

Other funds holding PRI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Stone Toro Investment Advisers's PRI Position: Q1 2015 in Review

Stone Toro Investment Advisers sold out of Primerica (PRI) in Q1 2015, closing a stake of 4,300 shares — an estimated $233K sold.

Stone Toro Investment Advisers first reported a position in PRI in Q2 2013 and held it in 5 quarters. The position peaked at $702K in Q3 2013. 195 funds tracked by Wall St. Rank hold PRI as of Q1 2015.

Stone Toro Investment Advisers reported no remaining Primerica position as of Q1 2015 after selling out during the quarter.
Stone Toro Investment Advisers sold 4,300 Primerica shares in Q1 2015, an estimated $233K.
Stone Toro Investment Advisers first reported a position in Primerica in Q2 2013 and held it in 5 quarters.
Stone Toro Investment Advisers's Primerica position peaked at $702K in Q3 2013.
195 funds tracked by Wall St. Rank held Primerica as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.