IWP
GL icon

Icon Wealth Partners’s Globe Life GL Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-159
Closed -$13K – 397
2019
Q1 		$13K Buy
+159
New +$13K ﹤0.01% 635
2018
Q3 		– Sell
-159
Closed -$13K – 437
2018
Q2 		$13K Buy
+159
New +$13.5K 0.01% 660
2018
Q1 		– Sell
-159
Closed -$14K – 437
2017
Q4 		$14K Buy
+159
New +$13.6K 0.01% 665

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's GL Position: Q2 2019 in Review

Icon Wealth Partners sold out of Globe Life (GL) in Q2 2019, closing a stake of 159 shares — an estimated $13K sold.

Icon Wealth Partners first reported a position in GL in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 490 funds tracked by Wall St. Rank hold GL as of Q2 2019.

  • Icon Wealth Partners reported no remaining Globe Life position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 159 Globe Life shares in Q2 2019, an estimated $13K.
  • Icon Wealth Partners first reported a position in Globe Life in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Globe Life position peaked at $14K in Q4 2017.
  • 490 funds tracked by Wall St. Rank held Globe Life as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.