Capstone Investment Advisors
PL

Capstone Investment Advisors’s PROTECTIVE LIFE CORP PL Stock Holding History

Capstone Investment 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
Q4 		– Sell
-400,000
Closed -$27.8M – 468
2014
Q3 		$27.8M Buy
400,000
+264,735
+196% +$18.4M 0.31% 72
2014
Q2 		$9.38M Buy
+135,265
New +$7.7M 0.12% 137

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
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Capstone Investment Advisors's PL Position: Q4 2014 in Review

Capstone Investment Advisors sold out of PROTECTIVE LIFE CORP (PL) in Q4 2014, closing a stake of 400,000 shares — an estimated $27.8M sold.

Capstone Investment Advisors first reported a position in PL in Q2 2014 and held it in 2 quarters. The position peaked at $27.8M in Q3 2014. 268 funds tracked by Wall St. Rank hold PL as of Q4 2014.

  • Capstone Investment Advisors reported no remaining PROTECTIVE LIFE CORP position as of Q4 2014 after selling out during the quarter.
  • Capstone Investment Advisors sold 400,000 PROTECTIVE LIFE CORP shares in Q4 2014, an estimated $27.8M.
  • Capstone Investment Advisors first reported a position in PROTECTIVE LIFE CORP in Q2 2014 and held it in 2 quarters.
  • Capstone Investment Advisors's PROTECTIVE LIFE CORP position peaked at $27.8M in Q3 2014.
  • 268 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q4 2014.

Based on Capstone Investment Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.