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Zeke Capital Advisors’s Primerica PRI Stock Holding History

Zeke 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
2018
Q2 		– Sell
-2,396
Closed -$231K – 684
2018
Q1 		$231K Buy
2,396
+250
+12% +$25.1K 0.02% 528
2017
Q4 		$218K Buy
+2,146
New +$204K 0.02% 486

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
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

Zeke Capital Advisors's PRI Position: Q2 2018 in Review

Zeke Capital Advisors sold out of Primerica (PRI) in Q2 2018, closing a stake of 2,396 shares — an estimated $231K sold.

Zeke Capital Advisors first reported a position in PRI in Q4 2017 and held it in 2 quarters. The position peaked at $231K in Q1 2018. 265 funds tracked by Wall St. Rank hold PRI as of Q2 2018.

  • Zeke Capital Advisors reported no remaining Primerica position as of Q2 2018 after selling out during the quarter.
  • Zeke Capital Advisors sold 2,396 Primerica shares in Q2 2018, an estimated $231K.
  • Zeke Capital Advisors first reported a position in Primerica in Q4 2017 and held it in 2 quarters.
  • Zeke Capital Advisors's Primerica position peaked at $231K in Q1 2018.
  • 265 funds tracked by Wall St. Rank held Primerica as of Q2 2018.

Based on Zeke Capital Advisors's 13F filing for Q2 2018, filed 24 Jul 2018.