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Palladium Partners’s Globe Life GL Stock Holding History

Palladium 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
2014
Q2 		– Sell
-525
Closed -$28K – 328
2014
Q1 		$28K Buy
+525
New +$27K ﹤0.01% 395
2013
Q4 		– Sell
-1,050
Closed -$51K – 328
2013
Q3 		$51K Hold
1,050
– – 0.01% 339
2013
Q2 		$46K Buy
+1,050
New +$43.9K ﹤0.01% 346

Other funds holding GL

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Palladium Partners's GL Position: Q2 2014 in Review

Palladium Partners sold out of Globe Life (GL) in Q2 2014, closing a stake of 525 shares — an estimated $28K sold.

Palladium Partners first reported a position in GL in Q2 2013 and held it in 3 quarters. The position peaked at $51K in Q3 2013. 363 funds tracked by Wall St. Rank hold GL as of Q2 2014.

  • Palladium Partners reported no remaining Globe Life position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 525 Globe Life shares in Q2 2014, an estimated $28K.
  • Palladium Partners first reported a position in Globe Life in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's Globe Life position peaked at $51K in Q3 2013.
  • 363 funds tracked by Wall St. Rank held Globe Life as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.