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Baltimore-Washington Financial Advisors’s Globe Life GL Stock Holding History

Baltimore-Washington Financial 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
2020
Q3 		– Sell
-279,252
Closed -$159K – 127
2020
Q2 		$159K Buy
+279,252
New +$21.2M 0.02% 118

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Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baltimore-Washington Financial Advisors's GL Position: Q3 2020 in Review

Baltimore-Washington Financial Advisors sold out of Globe Life (GL) in Q3 2020, closing a stake of 279,252 shares — an estimated $159K sold.

Baltimore-Washington Financial Advisors first reported a position in GL in Q2 2020 and held it in 1 quarter. The position peaked at $159K in Q2 2020. 458 funds tracked by Wall St. Rank hold GL as of Q3 2020.

  • Baltimore-Washington Financial Advisors reported no remaining Globe Life position as of Q3 2020 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 279,252 Globe Life shares in Q3 2020, an estimated $159K.
  • Baltimore-Washington Financial Advisors first reported a position in Globe Life in Q2 2020 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Globe Life position peaked at $159K in Q2 2020.
  • 458 funds tracked by Wall St. Rank held Globe Life as of Q3 2020.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.