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UBS’s Primoris Services PRIM Stock Holding History

UBS’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$242K Buy
9,015
+837
+10% +$22.9K ﹤0.01% 4988
2014
Q2 		$236K Buy
8,178
+6,412
+363% +$185K ﹤0.01% 4977
2014
Q1 		$53K Sell
1,766
-547
-24% -$17.3K ﹤0.01% 6752
2013
Q4 		$72K Sell
2,313
-3,978
-63% -$109K ﹤0.01% 6474
2013
Q3 		$161K Buy
6,291
+6,108
+3,338% +$138K ﹤0.01% 5449
2013
Q2 		$4K Buy
+183
New +$3.89K ﹤0.01% 9424

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

UBS's PRIM Position: Q3 2014 in Review

UBS increased its Primoris Services (PRIM) stake by 10% in Q3 2014, buying an estimated $22.9K and bringing the position to 9,015 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #4988.

UBS first reported a position in PRIM in Q2 2013 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold PRIM as of Q3 2014.

  • UBS held 9,015 shares of Primoris Services worth $242K as of Q3 2014.
  • UBS bought 837 Primoris Services shares in Q3 2014, an estimated $22.9K.
  • Primoris Services made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4988 holding.
  • UBS first reported a position in Primoris Services in Q2 2013 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held Primoris Services as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.