IBEX Wealth Advisors’s Globe Life GL Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-497	Closed	-$44K	–	186
2019 Q2	$44K	Buy	+497	New	+$43.4K	0.01%	234

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

IBEX Wealth Advisors's GL Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Globe Life (GL) in Q3 2019, closing a stake of 497 shares — an estimated $44K sold.

IBEX Wealth Advisors first reported a position in GL in Q2 2019 and held it in 1 quarter. The position peaked at $44K in Q2 2019. 455 funds tracked by Wall St. Rank hold GL as of Q3 2019.

IBEX Wealth Advisors reported no remaining Globe Life position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 497 Globe Life shares in Q3 2019, an estimated $44K.
IBEX Wealth Advisors first reported a position in Globe Life in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's Globe Life position peaked at $44K in Q2 2019.
455 funds tracked by Wall St. Rank held Globe Life as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.