BFM
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Boston Financial Management’s Globe Life GL Stock Holding History

Boston Financial 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
2019
Q1 		– Sell
-4,606
Closed -$343K – 265
2018
Q4 		$343K Sell
4,606
-227
-5% -$18.9K 0.02% 212
2018
Q3 		$419K Sell
4,833
-500
-9% -$43.2K 0.02% 221
2018
Q2 		$434K Sell
5,333
-730
-12% -$62K 0.03% 194
2018
Q1 		$510K Sell
6,063
-9,903
-62% -$866K 0.03% 187
2017
Q4 		$1.45M Sell
15,966
-250
-2% -$21.5K 0.1% 148
2017
Q3 		$1.3M Sell
16,216
-854
-5% -$66.6K 0.09% 156
2017
Q2 		$1.31M Sell
17,070
-152
-0.9% -$11.6K 0.09% 161
2017
Q1 		$1.33M Sell
17,222
-252
-1% -$19.1K 0.1% 164
2016
Q4 		$1.29M Sell
17,474
-1,618
-8% -$111K 0.1% 168
2016
Q3 		$1.22M Sell
19,092
-2,272
-11% -$143K 0.1% 169
2016
Q2 		$1.32M Buy
21,364
+975
+5% +$57K 0.11% 163
2016
Q1 		$1.1M Sell
20,389
-1,130
-5% -$60.2K 0.17% 117
2015
Q4 		$1.23M Sell
21,519
-300
-1% -$17.6K 0.18% 117
2015
Q3 		$1.23M Sell
21,819
-44
-0.2% -$2.61K 0.17% 125
2015
Q2 		$1.27M Sell
21,863
-10
-0% -$571 0.16% 137
2015
Q1 		$1.2M Sell
21,873
-464
-2% -$24.7K 0.15% 134
2014
Q4 		$1.21M Hold
22,337
– – 0.15% 137
2014
Q3 		$1.17M Buy
22,337
+1,052
+5% +$56.8K 0.15% 139
2014
Q2 		$1.16M Buy
21,285
+319
+2% +$17.1K 0.15% 142
2014
Q1 		$1.1M Buy
20,966
+6,578
+46% +$338K 0.15% 140
2013
Q4 		$750K Buy
14,388
+6,009
+72% +$300K 0.1% 148
2013
Q3 		$404K Buy
8,379
+2,032
+32% +$95.5K 0.06% 164
2013
Q2 		$276K Buy
+6,347
New +$265K 0.04% 184

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Financial Management's GL Position: Q1 2019 in Review

Boston Financial Management sold out of Globe Life (GL) in Q1 2019, closing a stake of 4,606 shares — an estimated $343K sold.

Boston Financial Management first reported a position in GL in Q2 2013 and held it in 23 quarters. The position peaked at $1.45M in Q4 2017. 476 funds tracked by Wall St. Rank hold GL as of Q1 2019.

  • Boston Financial Management reported no remaining Globe Life position as of Q1 2019 after selling out during the quarter.
  • Boston Financial Management sold 4,606 Globe Life shares in Q1 2019, an estimated $343K.
  • Boston Financial Management first reported a position in Globe Life in Q2 2013 and held it in 23 quarters.
  • Boston Financial Management's Globe Life position peaked at $1.45M in Q4 2017.
  • 476 funds tracked by Wall St. Rank held Globe Life as of Q1 2019.

Based on Boston Financial Management's 13F filing for Q1 2019, filed 25 Apr 2019.