Guardian Investor Services’s Globe Life GL Stock Holding History

Guardian Investor 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
2015 Q1	$48K	Sell	878 -13	-1%	-$692	0.04%	453
2014 Q4	$48K	Sell	891 -43	-5%	-$2.28K	0.04%	446
2014 Q3	$49K	Sell	934 -76	-8%	-$4.1K	0.04%	432
2014 Q2	$55K	Sell	1,010 -61	-6%	-$3.27K	0.04%	429
2014 Q1	$56K	Sell	1,071 -41	-4%	-$2.1K	0.04%	422
2013 Q4	$58K	Hold	1,112	–	–	0.04%	419
2013 Q3	$54K	Sell	1,112 -30	-3%	-$1.41K	0.05%	417
2013 Q2	$50K	Buy	+1,142	New	+$47.8K	0.04%	417

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Guardian Investor Services's GL Position: Q1 2015 in Review

Guardian Investor Services reduced its Globe Life (GL) stake by 1.5% in Q1 2015, selling an estimated $692 and leaving 878 shares worth $48K. The position accounts for 0.04% of the portfolio, ranked #453.

Guardian Investor Services first reported a position in GL in Q2 2013 and has held it in 8 quarters since. The position peaked at $58K in Q4 2013. 347 funds tracked by Wall St. Rank hold GL as of Q1 2015.

Guardian Investor Services held 878 shares of Globe Life worth $48K as of Q1 2015.
Guardian Investor Services sold 13 Globe Life shares in Q1 2015, an estimated $692.
Globe Life made up 0.04% of Guardian Investor Services's portfolio in Q1 2015, its #453 holding.
Guardian Investor Services first reported a position in Globe Life in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Globe Life position peaked at $58K in Q4 2013.
347 funds tracked by Wall St. Rank held Globe Life as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.