Franklin Resources
PL

Franklin Resources’s PROTECTIVE LIFE CORP PL Stock Holding History

Franklin Resources’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
-943,400
Closed -$65.4M – 1622
2014
Q2 		$65.4M Sell
943,400
-1,335,000
-59% -$76M 0.03% 513
2014
Q1 		$120M Sell
2,278,400
-77,520
-3% -$3.98M 0.06% 329
2013
Q4 		$119M Sell
2,355,920
-252,000
-10% -$11.9M 0.06% 324
2013
Q3 		$111M Sell
2,607,920
-423,480
-14% -$18.1M 0.06% 321
2013
Q2 		$116M Buy
+3,031,400
New +$115M 0.07% 284

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

Franklin Resources's PL Position: Q3 2014 in Review

Franklin Resources sold out of PROTECTIVE LIFE CORP (PL) in Q3 2014, closing a stake of 943,400 shares — an estimated $65.4M sold.

Franklin Resources first reported a position in PL in Q2 2013 and held it in 5 quarters. The position peaked at $120M in Q1 2014. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • Franklin Resources reported no remaining PROTECTIVE LIFE CORP position as of Q3 2014 after selling out during the quarter.
  • Franklin Resources sold 943,400 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $65.4M.
  • Franklin Resources first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 5 quarters.
  • Franklin Resources's PROTECTIVE LIFE CORP position peaked at $120M in Q1 2014.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

Based on Franklin Resources's 13F filing for Q3 2014, filed 12 Nov 2014.