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Holistic Financial Partners’s Globe Life GL Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-37
Closed -$3K – 164
2018
Q1 		$3K Hold
37
– – ﹤0.01% 405
2017
Q4 		$3K Buy
+37
New +$3.17K ﹤0.01% 412

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

Holistic Financial Partners's GL Position: Q2 2018 in Review

Holistic Financial Partners sold out of Globe Life (GL) in Q2 2018, closing a stake of 37 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in GL in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 463 funds tracked by Wall St. Rank hold GL as of Q2 2018.

  • Holistic Financial Partners reported no remaining Globe Life position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 37 Globe Life shares in Q2 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in Globe Life in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Globe Life position peaked at $3K in Q1 2018.
  • 463 funds tracked by Wall St. Rank held Globe Life as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.