Sumit Capital’s Primerica PRI Stock Holding History

Sumit Capital’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 Q3	–	Sell	-4,404	Closed	-$201K	–	36
2015 Q2	$201K	Buy	+4,404	New	+$206K	1.21%	57
2014 Q1	–	Sell	-5,129	Closed	-$220K	–	181
2013 Q4	$220K	Buy	+5,129	New	+$218K	0.39%	136

Other funds holding PRI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BWA

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

RCG

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sumit Capital's PRI Position: Q3 2015 in Review

Sumit Capital sold out of Primerica (PRI) in Q3 2015, closing a stake of 4,404 shares — an estimated $201K sold.

Sumit Capital first reported a position in PRI in Q4 2013 and held it in 2 quarters. The position peaked at $220K in Q4 2013. 196 funds tracked by Wall St. Rank hold PRI as of Q3 2015.

Sumit Capital reported no remaining Primerica position as of Q3 2015 after selling out during the quarter.
Sumit Capital sold 4,404 Primerica shares in Q3 2015, an estimated $201K.
Sumit Capital first reported a position in Primerica in Q4 2013 and held it in 2 quarters.
Sumit Capital's Primerica position peaked at $220K in Q4 2013.
196 funds tracked by Wall St. Rank held Primerica as of Q3 2015.

Based on Sumit Capital's 13F filing for Q3 2015.