JIM
PL

Jupiter Investment Management’s PROTECTIVE LIFE CORP PL Stock Holding History

Jupiter Investment Management’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
Q2 		– Sell
-37,625
Closed -$1.98M – 462
2014
Q1 		$1.98M Buy
37,625
+5,586
+17% +$287K 0.13% 173
2013
Q4 		$1.62M Sell
32,039
-17,375
-35% -$818K 0.14% 187
2013
Q3 		$2.1M Buy
49,414
+19,340
+64% +$826K 0.2% 155
2013
Q2 		$1.16M Buy
+30,074
New +$1.14M 0.14% 181

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Jupiter Investment Management's PL Position: Q2 2014 in Review

Jupiter Investment Management sold out of PROTECTIVE LIFE CORP (PL) in Q2 2014, closing a stake of 37,625 shares — an estimated $1.98M sold.

Jupiter Investment Management first reported a position in PL in Q2 2013 and held it in 4 quarters. The position peaked at $2.1M in Q3 2013. 285 funds tracked by Wall St. Rank hold PL as of Q2 2014.

  • Jupiter Investment Management reported no remaining PROTECTIVE LIFE CORP position as of Q2 2014 after selling out during the quarter.
  • Jupiter Investment Management sold 37,625 PROTECTIVE LIFE CORP shares in Q2 2014, an estimated $1.98M.
  • Jupiter Investment Management first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 4 quarters.
  • Jupiter Investment Management's PROTECTIVE LIFE CORP position peaked at $2.1M in Q3 2013.
  • 285 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q2 2014.

Based on Jupiter Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.