AC
PL

AFAM Capital’s PROTECTIVE LIFE CORP PL Stock Holding History

AFAM Capital’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-138,995
Closed -$9.64M – 152
2014
Q2 		$9.64M Sell
138,995
-1,853
-1% -$105K 1.21% 10
2014
Q1 		$7.41M Buy
140,848
+1,153
+0.8% +$59.2K 0.99% 25
2013
Q4 		$7.08M Buy
139,695
+1,471
+1% +$69.2K 0.95% 31
2013
Q3 		$5.88M Sell
138,224
-74,474
-35% -$3.18M 0.81% 42
2013
Q2 		$8.17M Buy
+212,698
New +$8.04M 1.13% 14

Other funds holding PL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFAM Capital's PL Position: Q3 2014 in Review

AFAM Capital sold out of PROTECTIVE LIFE CORP (PL) in Q3 2014, closing a stake of 138,995 shares — an estimated $9.64M sold.

AFAM Capital first reported a position in PL in Q2 2013 and held it in 5 quarters. The position peaked at $9.64M in Q2 2014. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • AFAM Capital reported no remaining PROTECTIVE LIFE CORP position as of Q3 2014 after selling out during the quarter.
  • AFAM Capital sold 138,995 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $9.64M.
  • AFAM Capital first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 5 quarters.
  • AFAM Capital's PROTECTIVE LIFE CORP position peaked at $9.64M in Q2 2014.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

Based on AFAM Capital's 13F filing for Q3 2014, filed 13 Nov 2014.