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JNBA Financial Advisors’s Globe Life GL Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-1,167
Closed -$75K – 817
2016
Q3 		$75K Buy
+1,167
New +$73.4K 0.01% 420

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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

JNBA Financial Advisors's GL Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Globe Life (GL) in Q4 2016, closing a stake of 1,167 shares — an estimated $75K sold.

JNBA Financial Advisors first reported a position in GL in Q3 2016 and held it in 1 quarter. The position peaked at $75K in Q3 2016. 430 funds tracked by Wall St. Rank hold GL as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Globe Life position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,167 Globe Life shares in Q4 2016, an estimated $75K.
  • JNBA Financial Advisors first reported a position in Globe Life in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Globe Life position peaked at $75K in Q3 2016.
  • 430 funds tracked by Wall St. Rank held Globe Life as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.