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Ground Swell Capital’s Globe Life GL Stock Holding History

Ground Swell Capital’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
Q3 		$11K Buy
219
+69
+46% +$3.72K 0.02% 863
2014
Q2 		$8K Buy
+150
New +$8.03K 0.02% 836

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ground Swell Capital's GL Position: Q3 2014 in Review

Ground Swell Capital increased its Globe Life (GL) stake by 46% in Q3 2014, buying an estimated $3.72K and bringing the position to 219 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #863.

Ground Swell Capital first reported a position in GL in Q2 2014 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold GL as of Q3 2014.

  • Ground Swell Capital held 219 shares of Globe Life worth $11K as of Q3 2014.
  • Ground Swell Capital bought 69 Globe Life shares in Q3 2014, an estimated $3.72K.
  • Globe Life made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #863 holding.
  • Ground Swell Capital first reported a position in Globe Life in Q2 2014 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held Globe Life as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.