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Westover Capital Advisors’s Primerica PRI Stock Holding History

Westover Capital 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
2019
Q3 		– Sell
-1,728
Closed -$207K – 144
2019
Q2 		$207K Sell
1,728
-90
-5% -$11.1K 0.1% 130
2019
Q1 		$222K Buy
+1,818
New +$209K 0.12% 124

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Westover Capital Advisors's PRI Position: Q3 2019 in Review

Westover Capital Advisors sold out of Primerica (PRI) in Q3 2019, closing a stake of 1,728 shares — an estimated $207K sold.

Westover Capital Advisors first reported a position in PRI in Q1 2019 and held it in 2 quarters. The position peaked at $222K in Q1 2019. 296 funds tracked by Wall St. Rank hold PRI as of Q3 2019.

  • Westover Capital Advisors reported no remaining Primerica position as of Q3 2019 after selling out during the quarter.
  • Westover Capital Advisors sold 1,728 Primerica shares in Q3 2019, an estimated $207K.
  • Westover Capital Advisors first reported a position in Primerica in Q1 2019 and held it in 2 quarters.
  • Westover Capital Advisors's Primerica position peaked at $222K in Q1 2019.
  • 296 funds tracked by Wall St. Rank held Primerica as of Q3 2019.

Based on Westover Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.