Wright Investors Service’s Primerica PRI Stock Holding History

Wright Investors Service’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
2018 Q2	–	Sell	-8,349	Closed	-$807K	–	174
2018 Q1	$807K	Sell	8,349 -301	-3%	-$30.2K	0.28%	98
2017 Q4	$878K	Buy	8,650 +2,478	+40%	+$236K	0.29%	86
2017 Q3	$503K	Buy	+6,172	New	+$482K	0.18%	135

Other funds holding PRI

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

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

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Wright Investors Service's PRI Position: Q2 2018 in Review

Wright Investors Service sold out of Primerica (PRI) in Q2 2018, closing a stake of 8,349 shares — an estimated $807K sold.

Wright Investors Service first reported a position in PRI in Q3 2017 and held it in 3 quarters. The position peaked at $878K in Q4 2017. 265 funds tracked by Wall St. Rank hold PRI as of Q2 2018.

Wright Investors Service reported no remaining Primerica position as of Q2 2018 after selling out during the quarter.
Wright Investors Service sold 8,349 Primerica shares in Q2 2018, an estimated $807K.
Wright Investors Service first reported a position in Primerica in Q3 2017 and held it in 3 quarters.
Wright Investors Service's Primerica position peaked at $878K in Q4 2017.
265 funds tracked by Wall St. Rank held Primerica as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.