DA
PL

Denali Advisors’s PROTECTIVE LIFE CORP PL Stock Holding History

Denali 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
Q3 		– Sell
-27,300
Closed -$1.89M – 290
2014
Q2 		$1.89M Hold
27,300
– – 0.52% 71
2014
Q1 		$1.44M Sell
27,300
-1,700
-6% -$87.3K 0.41% 80
2013
Q4 		$1.47M Hold
29,000
– – 0.46% 70
2013
Q3 		$1.23M Hold
29,000
– – 0.43% 72
2013
Q2 		$1.11M Buy
+29,000
New +$1.1M 0.42% 84

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Denali Advisors's PL Position: Q3 2014 in Review

Denali Advisors sold out of PROTECTIVE LIFE CORP (PL) in Q3 2014, closing a stake of 27,300 shares — an estimated $1.89M sold.

Denali Advisors first reported a position in PL in Q2 2013 and held it in 5 quarters. The position peaked at $1.89M in Q2 2014. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • Denali Advisors reported no remaining PROTECTIVE LIFE CORP position as of Q3 2014 after selling out during the quarter.
  • Denali Advisors sold 27,300 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $1.89M.
  • Denali Advisors first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 5 quarters.
  • Denali Advisors's PROTECTIVE LIFE CORP position peaked at $1.89M in Q2 2014.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

Based on Denali Advisors's 13F filing for Q3 2014, filed 10 Oct 2014.