First Allied Advisory Services’s Globe Life GL Stock Holding History

First Allied Advisory Services’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 Q1	–	Sell	-18,239	Closed	-$951K	–	1023
2013 Q4	$951K	Buy	18,239 +123	+0.7%	+$6.13K	0.08%	306
2013 Q3	$873K	Buy	18,116 +3	+0%	+$141	0.05%	341
2013 Q2	$787K	Buy	+18,113	New	+$758K	0.06%	325

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM

Winton Capital Management London, United Kingdom $14.5B AUM 22.37% 1-Year Est. Return

First Allied Advisory Services's GL Position: Q1 2014 in Review

First Allied Advisory Services sold out of Globe Life (GL) in Q1 2014, closing a stake of 18,239 shares — an estimated $951K sold.

First Allied Advisory Services first reported a position in GL in Q2 2013 and held it in 3 quarters. The position peaked at $951K in Q4 2013. 363 funds tracked by Wall St. Rank hold GL as of Q1 2014.

First Allied Advisory Services reported no remaining Globe Life position as of Q1 2014 after selling out during the quarter.
First Allied Advisory Services sold 18,239 Globe Life shares in Q1 2014, an estimated $951K.
First Allied Advisory Services first reported a position in Globe Life in Q2 2013 and held it in 3 quarters.
First Allied Advisory Services's Globe Life position peaked at $951K in Q4 2013.
363 funds tracked by Wall St. Rank held Globe Life as of Q1 2014.

Based on First Allied Advisory Services's 13F filing for Q1 2014, filed 15 May 2014.