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Omnia Family Wealth’s Globe Life GL Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-671
Closed -$55K – 264
2019
Q1 		$55K Buy
671
+469
+232% +$38.4K 0.03% 152
2018
Q4 		$15K Buy
202
+180
+818% +$15K 0.01% 221
2018
Q3 		$2K Hold
22
– – ﹤0.01% 448
2018
Q2 		$2K Hold
22
– – ﹤0.01% 428
2018
Q1 		$2K Hold
22
– – ﹤0.01% 437
2017
Q4 		$2K Hold
22
– – ﹤0.01% 440
2017
Q3 		$2K Hold
22
– – ﹤0.01% 455
2017
Q2 		$2K Hold
22
– – ﹤0.01% 590
2017
Q1 		$2K Hold
22
– – ﹤0.01% 582
2016
Q4 		$2K Buy
+22
New +$1.51K ﹤0.01% 589

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's GL Position: Q2 2019 in Review

Omnia Family Wealth sold out of Globe Life (GL) in Q2 2019, closing a stake of 671 shares — an estimated $55K sold.

Omnia Family Wealth first reported a position in GL in Q4 2016 and held it in 10 quarters. The position peaked at $55K in Q1 2019. 490 funds tracked by Wall St. Rank hold GL as of Q2 2019.

  • Omnia Family Wealth reported no remaining Globe Life position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 671 Globe Life shares in Q2 2019, an estimated $55K.
  • Omnia Family Wealth first reported a position in Globe Life in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Globe Life position peaked at $55K in Q1 2019.
  • 490 funds tracked by Wall St. Rank held Globe Life as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.