WA
PRIM icon

WFG Advisors’s Primoris Services PRIM Stock Holding History

WFG 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
2017
Q2 		$0 Hold
11
– – ﹤0.01% 1639
2017
Q1 		$0 Hold
11
– – ﹤0.01% 1622
2016
Q4 		$0 Hold
11
– – ﹤0.01% 1676
2016
Q3 		$0 Hold
11
– – ﹤0.01% 1660
2016
Q2 		$0 Hold
11
– – ﹤0.01% 1659
2016
Q1 		$0 Buy
11
+1
+10% +$21 ﹤0.01% 1644
2015
Q4 		$0 Hold
10
– – ﹤0.01% 1650
2015
Q3 		$0 Hold
10
– – ﹤0.01% 1685
2015
Q2 		$0 Sell
10
-39
-80% -$745 ﹤0.01% 1772
2015
Q1 		$1K Hold
49
– – ﹤0.01% 1653
2014
Q4 		$1K Hold
49
– – ﹤0.01% 1977
2014
Q3 		$1K Buy
49
+39
+390% +$1.07K ﹤0.01% 1998
2014
Q2 		$0 Hold
10
– – ﹤0.01% 2046
2014
Q1 		$0 Hold
10
– – ﹤0.01% 2174
2013
Q4 		$0 Buy
+10
New +$274 ﹤0.01% 2291

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

WFG Advisors's PRIM Position: Q2 2017 in Review

WFG Advisors held its Primoris Services (PRIM) position steady in Q2 2017 at 11 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

WFG Advisors first reported a position in PRIM in Q4 2013 and has held it in 15 quarters since. The position peaked at $1K in Q1 2015. 127 funds tracked by Wall St. Rank hold PRIM as of Q2 2017.

  • WFG Advisors held 11 shares of Primoris Services worth $0 as of Q2 2017.
  • WFG Advisors left its Primoris Services share count unchanged in Q2 2017.
  • Primoris Services made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1639 holding.
  • WFG Advisors first reported a position in Primoris Services in Q4 2013 and has held it in 15 quarters since.
  • WFG Advisors's Primoris Services position peaked at $1K in Q1 2015.
  • 127 funds tracked by Wall St. Rank held Primoris Services as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.