United Capital Financial Advisors’s Primoris Services PRIM Stock Holding History

United Capital Financial Advisors’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
2020 Q3	–	Sell	-30,100	Closed	-$535K	–	1218
2020 Q2	$535K	Sell	30,100 -4,007	-12%	-$63.2K	﹤0.01%	841
2020 Q1	$542K	Sell	34,107 -566	-2%	-$11K	﹤0.01%	787
2019 Q4	$771K	Buy	+34,673	New	+$743K	0.01%	866
2017 Q4	–	Sell	-18,467	Closed	-$543K	–	1348
2017 Q3	$543K	Buy	18,467 +1,066	+6%	+$28.4K	﹤0.01%	932
2017 Q2	$434K	Buy	17,401 +3,555	+26%	+$84K	﹤0.01%	966
2017 Q1	$322K	Buy	+13,846	New	+$333K	﹤0.01%	1025

Other funds holding PRIM

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

United Capital Financial Advisors's PRIM Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Primoris Services (PRIM) in Q3 2020, closing a stake of 30,100 shares — an estimated $535K sold.

United Capital Financial Advisors first reported a position in PRIM in Q1 2017 and held it in 6 quarters. The position peaked at $771K in Q4 2019. 166 funds tracked by Wall St. Rank hold PRIM as of Q3 2020.

United Capital Financial Advisors reported no remaining Primoris Services position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 30,100 Primoris Services shares in Q3 2020, an estimated $535K.
United Capital Financial Advisors first reported a position in Primoris Services in Q1 2017 and held it in 6 quarters.
United Capital Financial Advisors's Primoris Services position peaked at $771K in Q4 2019.
166 funds tracked by Wall St. Rank held Primoris Services as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.