CFA
PL

Carroll Financial Associates’s PROTECTIVE LIFE CORP PL Stock Holding History

Carroll Financial Associates’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
-704
Closed -$49K – 977
2014
Q3 		$49K Hold
704
– – 0.02% 312
2014
Q2 		$49K Hold
704
– – 0.01% 332
2014
Q1 		$37K Hold
704
– – 0.01% 339
2013
Q4 		$35K Hold
704
– – 0.01% 336
2013
Q3 		$29K Hold
704
– – 0.01% 375
2013
Q2 		$27K Buy
+704
New +$26.6K 0.01% 297

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

Carroll Financial Associates's PL Position: Q4 2014 in Review

Carroll Financial Associates sold out of PROTECTIVE LIFE CORP (PL) in Q4 2014, closing a stake of 704 shares — an estimated $49K sold.

Carroll Financial Associates first reported a position in PL in Q2 2013 and held it in 6 quarters. The position peaked at $49K in Q3 2014. 268 funds tracked by Wall St. Rank hold PL as of Q4 2014.

  • Carroll Financial Associates reported no remaining PROTECTIVE LIFE CORP position as of Q4 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 704 PROTECTIVE LIFE CORP shares in Q4 2014, an estimated $49K.
  • Carroll Financial Associates first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 6 quarters.
  • Carroll Financial Associates's PROTECTIVE LIFE CORP position peaked at $49K in Q3 2014.
  • 268 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q4 2014.

Based on Carroll Financial Associates's 13F filing for Q4 2014, filed 9 Feb 2015.