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MSI Financial Services’s Globe Life GL Stock Holding History

MSI Financial Services’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 		$59K Buy
806
+1
+0.1% +$69 ﹤0.01% 1778
2016
Q3 		$52K Buy
805
+82
+11% +$5.16K ﹤0.01% 1805
2016
Q2 		$45K Buy
723
+694
+2,393% +$40.5K ﹤0.01% 1869
2016
Q1 		$2K Sell
29
-126
-81% -$6.71K ﹤0.01% 3532
2015
Q4 		$9K Buy
155
+144
+1,309% +$8.43K ﹤0.01% 2763
2015
Q3 		$1K Buy
11
+8
+267% +$475 ﹤0.01% 2952
2015
Q2 		$0 Buy
3
+2
+200% +$114 ﹤0.01% 3150
2015
Q1 		$0 Buy
+1
New +$53 ﹤0.01% 3065

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

MSI Financial Services's GL Position: Q4 2016 in Review

MSI Financial Services increased its Globe Life (GL) stake by 0.12% in Q4 2016, buying an estimated $69 and bringing the position to 806 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

MSI Financial Services first reported a position in GL in Q1 2015 and has held it in 8 quarters since. 431 funds tracked by Wall St. Rank hold GL as of Q4 2016.

  • MSI Financial Services held 806 shares of Globe Life worth $59K as of Q4 2016.
  • MSI Financial Services bought 1 Globe Life share in Q4 2016, an estimated $69.
  • Globe Life made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1778 holding.
  • MSI Financial Services first reported a position in Globe Life in Q1 2015 and has held it in 8 quarters since.
  • 431 funds tracked by Wall St. Rank held Globe Life as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.