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Taylor Wealth Management Partners’s Primerica PRI Stock Holding History

Taylor Wealth Management Partners’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
-125
Closed -$6K – 176
2015
Q2 		$6K Sell
125
-15,445
-99% -$721K ﹤0.01% 163
2015
Q1 		$793K Buy
+15,570
New +$809K 0.25% 43

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Taylor Wealth Management Partners's PRI Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of Primerica (PRI) in Q3 2015, closing a stake of 125 shares — an estimated $6K sold.

Taylor Wealth Management Partners first reported a position in PRI in Q1 2015 and held it in 2 quarters. The position peaked at $793K in Q1 2015. 196 funds tracked by Wall St. Rank hold PRI as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining Primerica position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 125 Primerica shares in Q3 2015, an estimated $6K.
  • Taylor Wealth Management Partners first reported a position in Primerica in Q1 2015 and held it in 2 quarters.
  • Taylor Wealth Management Partners's Primerica position peaked at $793K in Q1 2015.
  • 196 funds tracked by Wall St. Rank held Primerica as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.