IMS
PL

Index Management Solutions’s PROTECTIVE LIFE CORP PL Stock Holding History

Index Management Solutions’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
-2,713
Closed -$188K – 1188
2014
Q2 		$188K Buy
2,713
+1,892
+230% +$108K 0.02% 659
2014
Q1 		$43K Buy
821
+409
+99% +$21K 0.01% 916
2013
Q4 		$21K Buy
412
+69
+20% +$3.25K 0.01% 626
2013
Q3 		$15K Buy
+343
New +$14.7K ﹤0.01% 670

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

Index Management Solutions's PL Position: Q3 2014 in Review

Index Management Solutions sold out of PROTECTIVE LIFE CORP (PL) in Q3 2014, closing a stake of 2,713 shares — an estimated $188K sold.

Index Management Solutions first reported a position in PL in Q3 2013 and held it in 4 quarters. The position peaked at $188K in Q2 2014. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • Index Management Solutions reported no remaining PROTECTIVE LIFE CORP position as of Q3 2014 after selling out during the quarter.
  • Index Management Solutions sold 2,713 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $188K.
  • Index Management Solutions first reported a position in PROTECTIVE LIFE CORP in Q3 2013 and held it in 4 quarters.
  • Index Management Solutions's PROTECTIVE LIFE CORP position peaked at $188K in Q2 2014.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

Based on Index Management Solutions's 13F filing for Q3 2014, filed 13 Nov 2014.