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MYCIO Wealth Partners’s Globe Life GL Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-35
Closed -$2K – 915
2016
Q2 		$2K Buy
+35
New +$2.04K ﹤0.01% 880

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

MYCIO Wealth Partners's GL Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Globe Life (GL) in Q3 2016, closing a stake of 35 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in GL in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 400 funds tracked by Wall St. Rank hold GL as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Globe Life position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 35 Globe Life shares in Q3 2016, an estimated $2K.
  • MYCIO Wealth Partners first reported a position in Globe Life in Q2 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's Globe Life position peaked at $2K in Q2 2016.
  • 400 funds tracked by Wall St. Rank held Globe Life as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.