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JOYN Advisors’s Globe Life GL Stock Holding History

JOYN 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
2019
Q1 		– Sell
-111
Closed -$8K – 609
2018
Q4 		$8K Sell
111
-36
-24% -$2.99K ﹤0.01% 1063
2018
Q3 		$13K Buy
147
+11
+8% +$950 ﹤0.01% 842
2018
Q2 		$11K Buy
136
+61
+81% +$5.18K ﹤0.01% 865
2018
Q1 		$6K Buy
+75
New +$6.56K ﹤0.01% 826

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's GL Position: Q1 2019 in Review

JOYN Advisors sold out of Globe Life (GL) in Q1 2019, closing a stake of 111 shares — an estimated $8K sold.

JOYN Advisors first reported a position in GL in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 475 funds tracked by Wall St. Rank hold GL as of Q1 2019.

  • JOYN Advisors reported no remaining Globe Life position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 111 Globe Life shares in Q1 2019, an estimated $8K.
  • JOYN Advisors first reported a position in Globe Life in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Globe Life position peaked at $13K in Q3 2018.
  • 475 funds tracked by Wall St. Rank held Globe Life as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.