Baystate Wealth Management’s Globe Life GL Stock Holding History

Baystate Wealth Management’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 Q4	–	Sell	-121	Closed	-$10K	–	705
2020 Q3	$10K	Hold	121	–	–	﹤0.01%	393
2020 Q2	$9K	Hold	121	–	–	﹤0.01%	401
2020 Q1	$9K	Hold	121	–	–	﹤0.01%	375
2019 Q4	$13K	Hold	121	–	–	﹤0.01%	377
2019 Q3	$12K	Hold	121	–	–	﹤0.01%	342
2019 Q2	$11K	Hold	121	–	–	﹤0.01%	358
2019 Q1	$10K	Hold	121	–	–	﹤0.01%	383
2018 Q4	$10K	Hold	121	–	–	﹤0.01%	373
2018 Q3	$11K	Hold	121	–	–	﹤0.01%	366
2018 Q2	$10K	Hold	121	–	–	﹤0.01%	373
2018 Q1	$11K	Hold	121	–	–	﹤0.01%	350
2017 Q4	$11K	Hold	121	–	–	﹤0.01%	357
2017 Q3	$10K	Hold	121	–	–	﹤0.01%	345
2017 Q2	$9K	Hold	121	–	–	﹤0.01%	353
2017 Q1	$9K	Hold	121	–	–	﹤0.01%	344
2016 Q4	$9K	Buy	+121	New	+$8.29K	﹤0.01%	309
2013 Q3	–	Sell	-122	Closed	-$5K	–	94
2013 Q2	$5K	Buy	+122	New	+$5.1K	﹤0.01%	222

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

RFC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Baystate Wealth Management's GL Position: Q4 2020 in Review

Baystate Wealth Management sold out of Globe Life (GL) in Q4 2020, closing a stake of 121 shares — an estimated $10K sold.

Baystate Wealth Management first reported a position in GL in Q2 2013 and held it in 17 quarters. The position peaked at $13K in Q4 2019. 492 funds tracked by Wall St. Rank hold GL as of Q4 2020.

Baystate Wealth Management reported no remaining Globe Life position as of Q4 2020 after selling out during the quarter.
Baystate Wealth Management sold 121 Globe Life shares in Q4 2020, an estimated $10K.
Baystate Wealth Management first reported a position in Globe Life in Q2 2013 and held it in 17 quarters.
Baystate Wealth Management's Globe Life position peaked at $13K in Q4 2019.
492 funds tracked by Wall St. Rank held Globe Life as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.