LPL Financial
PL

LPL Financial’s PROTECTIVE LIFE CORP PL Stock Holding History

LPL Financial’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
-5,518
Closed -$290K – 2804
2014
Q1 		$290K Buy
5,518
+385
+8% +$19.8K ﹤0.01% 2151
2013
Q4 		$260K Buy
5,133
+242
+5% +$11.4K ﹤0.01% 2225
2013
Q3 		$220K Buy
+4,891
New +$209K ﹤0.01% 2254

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

LPL Financial's PL Position: Q2 2014 in Review

LPL Financial sold out of PROTECTIVE LIFE CORP (PL) in Q2 2014, closing a stake of 5,518 shares — an estimated $290K sold.

LPL Financial first reported a position in PL in Q3 2013 and held it in 3 quarters. The position peaked at $290K in Q1 2014. 285 funds tracked by Wall St. Rank hold PL as of Q2 2014.

  • LPL Financial reported no remaining PROTECTIVE LIFE CORP position as of Q2 2014 after selling out during the quarter.
  • LPL Financial sold 5,518 PROTECTIVE LIFE CORP shares in Q2 2014, an estimated $290K.
  • LPL Financial first reported a position in PROTECTIVE LIFE CORP in Q3 2013 and held it in 3 quarters.
  • LPL Financial's PROTECTIVE LIFE CORP position peaked at $290K in Q1 2014.
  • 285 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q2 2014.

Based on LPL Financial's 13F filing for Q2 2014, filed 5 Aug 2014.