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Gideon Capital Advisors’s Globe Life GL Stock Holding History

Gideon Capital 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
2019
Q1 		– Sell
-18,795
Closed -$1.4M – 426
2018
Q4 		$1.4M Buy
+18,795
New +$1.56M 0.57% 40
2017
Q2 		– Sell
-4,768
Closed -$367K – 310
2017
Q1 		$367K Buy
+4,768
New +$362K 0.22% 178
2015
Q1 		– Sell
-20,846
Closed -$1.13M – 259
2014
Q4 		$1.13M Buy
20,846
+16,214
+350% +$860K 0.53% 67
2014
Q3 		$243K Sell
4,632
-9,003
-66% -$486K 0.09% 228
2014
Q2 		$745K Buy
+13,635
New +$730K 0.27% 119

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gideon Capital Advisors's GL Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Globe Life (GL) in Q1 2019, closing a stake of 18,795 shares — an estimated $1.4M sold.

Gideon Capital Advisors first reported a position in GL in Q2 2014 and held it in 5 quarters. The position peaked at $1.4M in Q4 2018. 476 funds tracked by Wall St. Rank hold GL as of Q1 2019.

  • Gideon Capital Advisors reported no remaining Globe Life position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 18,795 Globe Life shares in Q1 2019, an estimated $1.4M.
  • Gideon Capital Advisors first reported a position in Globe Life in Q2 2014 and held it in 5 quarters.
  • Gideon Capital Advisors's Globe Life position peaked at $1.4M in Q4 2018.
  • 476 funds tracked by Wall St. Rank held Globe Life as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.