Winch Advisory Services’s Primerica PRI Stock Holding History

Winch Advisory Services’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	-15	Closed	-$2K	–	413
2019 Q2	$2K	Buy	+15	New	+$1.86K	﹤0.01%	376

Other funds holding PRI

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winch Advisory Services's PRI Position: Q3 2019 in Review

Winch Advisory Services sold out of Primerica (PRI) in Q3 2019, closing a stake of 15 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in PRI in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 296 funds tracked by Wall St. Rank hold PRI as of Q3 2019.

Winch Advisory Services reported no remaining Primerica position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 15 Primerica shares in Q3 2019, an estimated $2K.
Winch Advisory Services first reported a position in Primerica in Q2 2019 and held it in 1 quarter.
Winch Advisory Services's Primerica position peaked at $2K in Q2 2019.
296 funds tracked by Wall St. Rank held Primerica as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.