Valeo Financial Advisors’s Primerica PRI Stock Holding History

Valeo Financial Advisors’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
2018 Q2	–	Sell	-84	Closed	-$8K	–	1726
2018 Q1	$8K	Buy	+84	New	+$8.44K	﹤0.01%	997

Other funds holding PRI

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

BlackRock New York $5.72T AUM 30.48% 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

BWA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

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

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Valeo Financial Advisors's PRI Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Primerica (PRI) in Q2 2018, closing a stake of 84 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in PRI in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 265 funds tracked by Wall St. Rank hold PRI as of Q2 2018.

Valeo Financial Advisors reported no remaining Primerica position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 84 Primerica shares in Q2 2018, an estimated $8K.
Valeo Financial Advisors first reported a position in Primerica in Q1 2018 and held it in 1 quarter.
Valeo Financial Advisors's Primerica position peaked at $8K in Q1 2018.
265 funds tracked by Wall St. Rank held Primerica as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.