WAM
PRMW

Wealthspire Advisors (Maryland)’s Primo Water Corporation PRMW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PRMW Stock Details PRMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-781
Closed -$11K – 2151
2019
Q1 		$11K Sell
781
-89
-10% -$1.34K ﹤0.01% 1509
2018
Q4 		$12K Buy
870
+105
+14% +$1.54K ﹤0.01% 1408
2018
Q3 		$12K Buy
+765
New +$12.1K ﹤0.01% 1467

Other funds holding PRMW

NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PRMW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Primo Water Corporation (PRMW) in Q2 2019, closing a stake of 781 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in PRMW in Q3 2018 and held it in 3 quarters. The position peaked at $12K in Q4 2018. 160 funds tracked by Wall St. Rank hold PRMW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Primo Water Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 781 Primo Water Corporation shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Primo Water Corporation in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Primo Water Corporation position peaked at $12K in Q4 2018.
  • 160 funds tracked by Wall St. Rank held Primo Water Corporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.