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Clarfeld Financial Advisors’s Globe Life GL Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$6K Buy
+77
New +$6.4K 0.01% 295

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clarfeld Financial Advisors's GL Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Globe Life (GL) in Q4 2018: 77 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

470 funds tracked by Wall St. Rank hold GL as of Q4 2018.

  • Clarfeld Financial Advisors held 77 shares of Globe Life worth $6K as of Q4 2018.
  • Globe Life was a new Clarfeld Financial Advisors position in Q4 2018.
  • Globe Life made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #295 holding.
  • 470 funds tracked by Wall St. Rank held Globe Life as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.