Jacobs Levy Equity Management
FGL

Jacobs Levy Equity Management’s Fidelity & Guaranty Life FGL Stock Holding History

Jacobs Levy Equity Management’s Portfolio FGL Stock Details FGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-29,400
Closed -$721K – 950
2015
Q3 		$721K Hold
29,400
– – 0.01% 530
2015
Q2 		$695K Buy
29,400
+1,599
+6% +$36K 0.01% 520
2015
Q1 		$589K Buy
+27,801
New +$606K 0.01% 567
2014
Q4 		– Sell
-23,501
Closed -$502K – 1021
2014
Q3 		$502K Buy
+23,501
New +$521K 0.01% 611

Other funds holding FGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

Jacobs Levy Equity Management's FGL Position: Q4 2015 in Review

Jacobs Levy Equity Management sold out of Fidelity & Guaranty Life (FGL) in Q4 2015, closing a stake of 29,400 shares — an estimated $721K sold.

Jacobs Levy Equity Management first reported a position in FGL in Q3 2014 and held it in 4 quarters. The position peaked at $721K in Q3 2015. 99 funds tracked by Wall St. Rank hold FGL as of Q4 2015.

  • Jacobs Levy Equity Management reported no remaining Fidelity & Guaranty Life position as of Q4 2015 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 29,400 Fidelity & Guaranty Life shares in Q4 2015, an estimated $721K.
  • Jacobs Levy Equity Management first reported a position in Fidelity & Guaranty Life in Q3 2014 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Fidelity & Guaranty Life position peaked at $721K in Q3 2015.
  • 99 funds tracked by Wall St. Rank held Fidelity & Guaranty Life as of Q4 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2015, filed 16 Feb 2016.