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Concert Wealth Management’s Globe Life GL Stock Holding History

Concert Wealth 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
2015
Q1 		– Sell
-8,799
Closed -$476K – 538
2014
Q4 		$476K Buy
+8,799
New +$466K 0.07% 332

Other funds holding GL

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Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Concert Wealth Management's GL Position: Q1 2015 in Review

Concert Wealth Management sold out of Globe Life (GL) in Q1 2015, closing a stake of 8,799 shares — an estimated $476K sold.

Concert Wealth Management first reported a position in GL in Q4 2014 and held it in 1 quarter. The position peaked at $476K in Q4 2014. 347 funds tracked by Wall St. Rank hold GL as of Q1 2015.

  • Concert Wealth Management reported no remaining Globe Life position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 8,799 Globe Life shares in Q1 2015, an estimated $476K.
  • Concert Wealth Management first reported a position in Globe Life in Q4 2014 and held it in 1 quarter.
  • Concert Wealth Management's Globe Life position peaked at $476K in Q4 2014.
  • 347 funds tracked by Wall St. Rank held Globe Life as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.