Old Mutual Customised Solutions’s Globe Life GL Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$405K	Hold	4,972	–	–	0.04%	439
2018 Q1	$418K	Hold	4,972	–	–	0.04%	424
2017 Q4	$451K	Hold	4,972	–	–	0.05%	416
2017 Q3	$398K	Buy	4,972 +1,900	+62%	+$148K	0.05%	389
2017 Q2	$235K	Hold	3,072	–	–	0.03%	493
2017 Q1	$237K	Buy	3,072 +972	+46%	+$73.8K	0.04%	493
2016 Q4	$155K	Buy	2,100 +900	+75%	+$61.7K	0.03%	566
2016 Q3	$77K	Sell	1,200 -2,400	-67%	-$151K	0.02%	623
2016 Q2	$223K	Hold	3,600	–	–	0.06%	394
2016 Q1	$195K	Hold	3,600	–	–	0.05%	433
2015 Q4	$206K	Hold	3,600	–	–	0.05%	401
2015 Q3	$203K	Hold	3,600	–	–	0.05%	402
2015 Q2	$210K	Hold	3,600	–	–	0.05%	442
2015 Q1	$198K	Hold	3,600	–	–	0.05%	446
2014 Q4	$195K	Hold	3,600	–	–	0.06%	412
2014 Q3	$189K	Hold	3,600	–	–	0.05%	389
2014 Q2	$197K	Sell	3,600 -750	-17%	-$40.1K	0.05%	437
2014 Q1	$228K	Hold	4,350	–	–	0.06%	371
2013 Q4	$227K	Hold	4,350	–	–	0.06%	356
2013 Q3	$210K	Hold	4,350	–	–	0.06%	354
2013 Q2	$189K	Buy	+4,350	New	+$182K	0.05%	358

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return