Kanaly Trust’s Globe Life GL Stock Holding History

Kanaly Trust’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	$2K	Hold	21	–	–	﹤0.01%	808
2016 Q3	$1K	Sell	21 -2	-9%	-$126	﹤0.01%	851
2016 Q2	$1K	Buy	+23	New	+$1.34K	﹤0.01%	842

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Kanaly Trust's GL Position: Q4 2016 in Review

Kanaly Trust held its Globe Life (GL) position steady in Q4 2016 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Kanaly Trust first reported a position in GL in Q2 2016 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold GL as of Q4 2016.

Kanaly Trust held 21 shares of Globe Life worth $2K as of Q4 2016.
Kanaly Trust left its Globe Life share count unchanged in Q4 2016.
Globe Life made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #808 holding.
Kanaly Trust first reported a position in Globe Life in Q2 2016 and has held it in 3 quarters since.
431 funds tracked by Wall St. Rank held Globe Life as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.