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Gupta Wealth Management’s Globe Life GL Stock Holding History

Gupta Wealth Management’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
2016
Q1 		– Sell
-31
Closed -$2K – 1194
2015
Q4 		$2K Hold
31
– – ﹤0.01% 1120
2015
Q3 		$2K Sell
31
-14
-31% -$831 ﹤0.01% 1134
2015
Q2 		$3K Sell
45
-34
-43% -$1.94K ﹤0.01% 1084
2015
Q1 		$4K Buy
+79
New +$4.2K ﹤0.01% 917

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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gupta Wealth Management's GL Position: Q1 2016 in Review

Gupta Wealth Management sold out of Globe Life (GL) in Q1 2016, closing a stake of 31 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in GL in Q1 2015 and held it in 4 quarters. The position peaked at $4K in Q1 2015. 377 funds tracked by Wall St. Rank hold GL as of Q1 2016.

  • Gupta Wealth Management reported no remaining Globe Life position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 31 Globe Life shares in Q1 2016, an estimated $2K.
  • Gupta Wealth Management first reported a position in Globe Life in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Globe Life position peaked at $4K in Q1 2015.
  • 377 funds tracked by Wall St. Rank held Globe Life as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.