EAM
PL

Edge Asset Management’s PROTECTIVE LIFE CORP PL Stock Holding History

Edge Asset Management’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
-131,159
Closed -$9.09M – 307
2014
Q2 		$9.09M Sell
131,159
-118,214
-47% -$6.73M 0.09% 223
2014
Q1 		$13.1M Buy
249,373
+11,368
+5% +$584K 0.14% 161
2013
Q4 		$12.1M Sell
238,005
-83,896
-26% -$3.95M 0.13% 167
2013
Q3 		$13.1M Buy
321,901
+178,221
+124% +$7.61M 0.08% 210
2013
Q2 		$5.52M Buy
+143,680
New +$5.43M 0.07% 221

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

Edge Asset Management's PL Position: Q3 2014 in Review

Edge Asset Management sold out of PROTECTIVE LIFE CORP (PL) in Q3 2014, closing a stake of 131,159 shares — an estimated $9.09M sold.

Edge Asset Management first reported a position in PL in Q2 2013 and held it in 5 quarters. The position peaked at $13.1M in Q1 2014. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • Edge Asset Management reported no remaining PROTECTIVE LIFE CORP position as of Q3 2014 after selling out during the quarter.
  • Edge Asset Management sold 131,159 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $9.09M.
  • Edge Asset Management first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 5 quarters.
  • Edge Asset Management's PROTECTIVE LIFE CORP position peaked at $13.1M in Q1 2014.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

Based on Edge Asset Management's 13F filing for Q3 2014, filed 13 Nov 2014.