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 $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Old Mutual Customised Solutions's GL Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Globe Life (GL) position steady in Q2 2018 at 4,972 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #439.

Old Mutual Customised Solutions first reported a position in GL in Q2 2013 and has held it in 21 quarters since. The position peaked at $451K in Q4 2017. 464 funds tracked by Wall St. Rank hold GL as of Q2 2018.

Old Mutual Customised Solutions held 4,972 shares of Globe Life worth $405K as of Q2 2018.
Old Mutual Customised Solutions left its Globe Life share count unchanged in Q2 2018.
Globe Life made up 0.04% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #439 holding.
Old Mutual Customised Solutions first reported a position in Globe Life in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Globe Life position peaked at $451K in Q4 2017.
464 funds tracked by Wall St. Rank held Globe Life as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.