ACI
PL

Alpha Cubed Investments’s PROTECTIVE LIFE CORP PL Stock Holding History

Alpha Cubed Investments’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
Q2 		– Sell
-5,000
Closed -$263K – 185
2014
Q1 		$263K Sell
5,000
-5,300
-51% -$272K 0.14% 149
2013
Q4 		$522K Buy
+10,300
New +$485K 0.19% 150

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Alpha Cubed Investments's PL Position: Q2 2014 in Review

Alpha Cubed Investments sold out of PROTECTIVE LIFE CORP (PL) in Q2 2014, closing a stake of 5,000 shares — an estimated $263K sold.

Alpha Cubed Investments first reported a position in PL in Q4 2013 and held it in 2 quarters. The position peaked at $522K in Q4 2013. 285 funds tracked by Wall St. Rank hold PL as of Q2 2014.

  • Alpha Cubed Investments reported no remaining PROTECTIVE LIFE CORP position as of Q2 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 5,000 PROTECTIVE LIFE CORP shares in Q2 2014, an estimated $263K.
  • Alpha Cubed Investments first reported a position in PROTECTIVE LIFE CORP in Q4 2013 and held it in 2 quarters.
  • Alpha Cubed Investments's PROTECTIVE LIFE CORP position peaked at $522K in Q4 2013.
  • 285 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q2 2014.

Based on Alpha Cubed Investments's 13F filing for Q2 2014, filed 21 Jul 2014.