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Wealthfront’s Primerica PRI Stock Holding History

Wealthfront’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
Q4 		– Sell
-545
Closed -$25K – 858
2015
Q3 		$25K Buy
545
+439
+414% +$19.2K ﹤0.01% 676
2015
Q2 		$5K Buy
106
+88
+489% +$4.11K ﹤0.01% 1052
2015
Q1 		$1K Buy
18
+17
+1,700% +$883 ﹤0.01% 1125
2014
Q4 		$0 Buy
+1
New +$51 ﹤0.01% 911

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wealthfront's PRI Position: Q4 2015 in Review

Wealthfront sold out of Primerica (PRI) in Q4 2015, closing a stake of 545 shares — an estimated $25K sold.

Wealthfront first reported a position in PRI in Q4 2014 and held it in 4 quarters. The position peaked at $25K in Q3 2015. 204 funds tracked by Wall St. Rank hold PRI as of Q4 2015.

  • Wealthfront reported no remaining Primerica position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 545 Primerica shares in Q4 2015, an estimated $25K.
  • Wealthfront first reported a position in Primerica in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Primerica position peaked at $25K in Q3 2015.
  • 204 funds tracked by Wall St. Rank held Primerica as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.