LOM
PL

Loeb Offshore Management’s PROTECTIVE LIFE CORP PL Stock Holding History

Loeb Offshore 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
Q4 		$18.6M Buy
267,356
+97,086
+57% +$6.76M 3.41% 6
2014
Q3 		$11.8M Buy
170,270
+13,676
+9% +$950K 1.74% 14
2014
Q2 		$10.9M Buy
+156,594
New +$8.91M 1.91% 11

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
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Loeb Offshore Management's PL Position: Q4 2014 in Review

Loeb Offshore Management increased its PROTECTIVE LIFE CORP (PL) stake by 57% in Q4 2014, buying an estimated $6.76M and bringing the position to 267,356 shares worth $18.6M. The position accounts for 3.41% of the portfolio, ranked #6.

Loeb Offshore Management first reported a position in PL in Q2 2014 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold PL as of Q4 2014.

  • Loeb Offshore Management held 267,356 shares of PROTECTIVE LIFE CORP worth $18.6M as of Q4 2014.
  • Loeb Offshore Management bought 97,086 PROTECTIVE LIFE CORP shares in Q4 2014, an estimated $6.76M.
  • PROTECTIVE LIFE CORP made up 3.41% of Loeb Offshore Management's portfolio in Q4 2014, its #6 holding.
  • Loeb Offshore Management first reported a position in PROTECTIVE LIFE CORP in Q2 2014 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q4 2014.

Based on Loeb Offshore Management's 13F filing for Q4 2014, filed 17 Feb 2015.