BA
PL

Bridgewater Advisors’s PROTECTIVE LIFE CORP PL Stock Holding History

Bridgewater Advisors’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 		$489K Sell
7,055
-1,947
-22% -$111K 0.41% 54
2014
Q1 		$473K Hold
9,002
– – 0.48% 51
2013
Q4 		$456K Buy
+9,002
New +$424K 0.47% 48

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

Bridgewater Advisors's PL Position: Q2 2014 in Review

Bridgewater Advisors reduced its PROTECTIVE LIFE CORP (PL) stake by 22% in Q2 2014, selling an estimated $111K and leaving 7,055 shares worth $489K. The position accounts for 0.41% of the portfolio, ranked #54.

Bridgewater Advisors first reported a position in PL in Q4 2013 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold PL as of Q2 2014.

  • Bridgewater Advisors held 7,055 shares of PROTECTIVE LIFE CORP worth $489K as of Q2 2014.
  • Bridgewater Advisors sold 1,947 PROTECTIVE LIFE CORP shares in Q2 2014, an estimated $111K.
  • PROTECTIVE LIFE CORP made up 0.41% of Bridgewater Advisors's portfolio in Q2 2014, its #54 holding.
  • Bridgewater Advisors first reported a position in PROTECTIVE LIFE CORP in Q4 2013 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q2 2014.

Based on Bridgewater Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.