JIC
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Joel Isaacson & Co’s Globe Life GL Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-210
Closed -$15K – 310
2016
Q4 		$15K Hold
210
– – ﹤0.01% 457
2016
Q3 		$13K Hold
210
– – ﹤0.01% 515
2016
Q2 		$13K Buy
+210
New +$12.3K ﹤0.01% 516

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Joel Isaacson & Co's GL Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Globe Life (GL) in Q1 2017, closing a stake of 210 shares — an estimated $15K sold.

Joel Isaacson & Co first reported a position in GL in Q2 2016 and held it in 3 quarters. The position peaked at $15K in Q4 2016. 423 funds tracked by Wall St. Rank hold GL as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Globe Life position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 210 Globe Life shares in Q1 2017, an estimated $15K.
  • Joel Isaacson & Co first reported a position in Globe Life in Q2 2016 and held it in 3 quarters.
  • Joel Isaacson & Co's Globe Life position peaked at $15K in Q4 2016.
  • 423 funds tracked by Wall St. Rank held Globe Life as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.