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Calvert Investment Management’s Globe Life GL Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-8,097
Closed -$597K – 233
2016
Q4 		$597K Sell
8,097
-631
-7% -$43.3K 0.02% 508
2016
Q3 		$558K Buy
8,728
+61
+0.7% +$3.83K 0.02% 513
2016
Q2 		$536K Buy
+8,667
New +$506K 0.02% 488
2015
Q4 		– Sell
-5,778
Closed -$326K – 717
2015
Q3 		$326K Buy
5,778
+245
+4% +$14.5K 0.02% 443
2015
Q2 		$322K Buy
5,533
+27
+0.5% +$1.54K 0.01% 482
2015
Q1 		$302K Buy
5,506
+660
+14% +$35.1K 0.02% 494
2014
Q4 		$263K Buy
4,846
+55
+1% +$2.92K 0.02% 501
2014
Q3 		$251K Buy
+4,791
New +$259K 0.02% 494

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 $263B AUM 16.68% 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 $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Calvert Investment Management's GL Position: Q1 2017 in Review

Calvert Investment Management sold out of Globe Life (GL) in Q1 2017, closing a stake of 8,097 shares — an estimated $597K sold.

Calvert Investment Management first reported a position in GL in Q3 2014 and held it in 8 quarters. The position peaked at $597K in Q4 2016. 423 funds tracked by Wall St. Rank hold GL as of Q1 2017.

  • Calvert Investment Management reported no remaining Globe Life position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 8,097 Globe Life shares in Q1 2017, an estimated $597K.
  • Calvert Investment Management first reported a position in Globe Life in Q3 2014 and held it in 8 quarters.
  • Calvert Investment Management's Globe Life position peaked at $597K in Q4 2016.
  • 423 funds tracked by Wall St. Rank held Globe Life as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.