Advisory Research’s Globe Life GL Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-1,337	Closed	-$70K	–	463
2014 Q1	$70K	Buy	+1,337	New	+$68.6K	﹤0.01%	508

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Advisory Research's GL Position: Q2 2014 in Review

Advisory Research sold out of Globe Life (GL) in Q2 2014, closing a stake of 1,337 shares — an estimated $70K sold.

Advisory Research first reported a position in GL in Q1 2014 and held it in 1 quarter. The position peaked at $70K in Q1 2014. 363 funds tracked by Wall St. Rank hold GL as of Q2 2014.

Advisory Research reported no remaining Globe Life position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 1,337 Globe Life shares in Q2 2014, an estimated $70K.
Advisory Research first reported a position in Globe Life in Q1 2014 and held it in 1 quarter.
Advisory Research's Globe Life position peaked at $70K in Q1 2014.
363 funds tracked by Wall St. Rank held Globe Life as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.