DWA
GL icon

Douglass Winthrop Advisors’s Globe Life GL Stock Holding History

Douglass Winthrop 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
2014
Q2 		– Sell
-3,975
Closed -$209K – 194
2014
Q1 		$209K Hold
3,975
– – 0.02% 181
2013
Q4 		$207K Buy
+3,975
New +$198K 0.02% 179

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Douglass Winthrop Advisors's GL Position: Q2 2014 in Review

Douglass Winthrop Advisors sold out of Globe Life (GL) in Q2 2014, closing a stake of 3,975 shares — an estimated $209K sold.

Douglass Winthrop Advisors first reported a position in GL in Q4 2013 and held it in 2 quarters. The position peaked at $209K in Q1 2014. 363 funds tracked by Wall St. Rank hold GL as of Q2 2014.

  • Douglass Winthrop Advisors reported no remaining Globe Life position as of Q2 2014 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 3,975 Globe Life shares in Q2 2014, an estimated $209K.
  • Douglass Winthrop Advisors first reported a position in Globe Life in Q4 2013 and held it in 2 quarters.
  • Douglass Winthrop Advisors's Globe Life position peaked at $209K in Q1 2014.
  • 363 funds tracked by Wall St. Rank held Globe Life as of Q2 2014.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.