NYLT
PL

New York Life Trust’s PROTECTIVE LIFE CORP PL Stock Holding History

New York Life Trust’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
Q3 		– Sell
-1,004
Closed -$70K – 229
2014
Q2 		$70K Buy
1,004
+206
+26% +$11.7K 0.3% 128
2014
Q1 		$42K Sell
798
-1,147
-59% -$58.9K 0.19% 150
2013
Q4 		$99K Sell
1,945
-102
-5% -$4.8K 0.45% 96
2013
Q3 		$87K Sell
2,047
-496
-20% -$21.2K 0.44% 105
2013
Q2 		$98K Buy
+2,543
New +$96.2K 0.45% 89

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Trust's PL Position: Q3 2014 in Review

New York Life Trust sold out of PROTECTIVE LIFE CORP (PL) in Q3 2014, closing a stake of 1,004 shares — an estimated $70K sold.

New York Life Trust first reported a position in PL in Q2 2013 and held it in 5 quarters. The position peaked at $99K in Q4 2013. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • New York Life Trust reported no remaining PROTECTIVE LIFE CORP position as of Q3 2014 after selling out during the quarter.
  • New York Life Trust sold 1,004 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $70K.
  • New York Life Trust first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 5 quarters.
  • New York Life Trust's PROTECTIVE LIFE CORP position peaked at $99K in Q4 2013.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

Based on New York Life Trust's 13F filing for Q3 2014, filed 14 Nov 2014.