HRIA
PL

Haberer Registered Investment Advisor’s PROTECTIVE LIFE CORP PL Stock Holding History

Haberer Registered Investment Advisor’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
-675
Closed -$47K – 434
2014
Q2 		$47K Hold
675
– – 0.02% 167
2014
Q1 		$35K Sell
675
-225
-25% -$11.6K 0.02% 179
2013
Q4 		$46K Hold
900
– – 0.02% 156
2013
Q3 		$38K Hold
900
– – 0.01% 171
2013
Q2 		$35K Buy
+900
New +$34K 0.01% 215

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

Haberer Registered Investment Advisor's PL Position: Q3 2014 in Review

Haberer Registered Investment Advisor sold out of PROTECTIVE LIFE CORP (PL) in Q3 2014, closing a stake of 675 shares — an estimated $47K sold.

Haberer Registered Investment Advisor first reported a position in PL in Q2 2013 and held it in 5 quarters. The position peaked at $47K in Q2 2014. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • Haberer Registered Investment Advisor reported no remaining PROTECTIVE LIFE CORP position as of Q3 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 675 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $47K.
  • Haberer Registered Investment Advisor first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 5 quarters.
  • Haberer Registered Investment Advisor's PROTECTIVE LIFE CORP position peaked at $47K in Q2 2014.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q3 2014, filed 7 Oct 2014.