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Independent Portfolio Consultants’s Globe Life GL Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-19
Closed -$1K – 929
2015
Q1 		$1K Buy
+19
New +$1.01K ﹤0.01% 930

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 $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Portfolio Consultants's GL Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Globe Life (GL) in Q2 2015, closing a stake of 19 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in GL in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 353 funds tracked by Wall St. Rank hold GL as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Globe Life position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 19 Globe Life shares in Q2 2015, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Globe Life in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's Globe Life position peaked at $1K in Q1 2015.
  • 353 funds tracked by Wall St. Rank held Globe Life as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.