EWM
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Evercore Wealth Management’s Globe Life GL Stock Holding History

Evercore 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
2013
Q4 		– Sell
-107
Closed -$5K – 903
2013
Q3 		$5K Buy
+107
New +$5.03K ﹤0.01% 843

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evercore Wealth Management's GL Position: Q4 2013 in Review

Evercore Wealth Management sold out of Globe Life (GL) in Q4 2013, closing a stake of 107 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in GL in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 369 funds tracked by Wall St. Rank hold GL as of Q4 2013.

  • Evercore Wealth Management reported no remaining Globe Life position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 107 Globe Life shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in Globe Life in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Globe Life position peaked at $5K in Q3 2013.
  • 369 funds tracked by Wall St. Rank held Globe Life as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.