Acorn Wealth Advisors’s Globe Life GL Stock Holding History

Acorn Wealth Advisors’s Portfolio GL Stock Details GL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-15	Closed	-$1K	–	630
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	792
2017 Q4	$1K	Buy	+15	New	+$1.29K	﹤0.01%	760

Other funds holding GL

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acorn Wealth Advisors's GL Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Globe Life (GL) in Q2 2018, closing a stake of 15 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in GL in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 463 funds tracked by Wall St. Rank hold GL as of Q2 2018.

Acorn Wealth Advisors reported no remaining Globe Life position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 15 Globe Life shares in Q2 2018, an estimated $1K.
Acorn Wealth Advisors first reported a position in Globe Life in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Globe Life position peaked at $1K in Q1 2018.
463 funds tracked by Wall St. Rank held Globe Life as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.