PP
PL

Patten & Patten’s PROTECTIVE LIFE CORP PL Stock Holding History

Patten & Patten’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
Q2 		– Sell
-16,000
Closed -$841K – 261
2014
Q1 		$841K Hold
16,000
– – 0.11% 145
2013
Q4 		$811K Hold
16,000
– – 0.11% 153
2013
Q3 		$681K Hold
16,000
– – 0.11% 150
2013
Q2 		$615K Buy
+16,000
New +$605K 0.1% 151

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Patten & Patten's PL Position: Q2 2014 in Review

Patten & Patten sold out of PROTECTIVE LIFE CORP (PL) in Q2 2014, closing a stake of 16,000 shares — an estimated $841K sold.

Patten & Patten first reported a position in PL in Q2 2013 and held it in 4 quarters. The position peaked at $841K in Q1 2014. 285 funds tracked by Wall St. Rank hold PL as of Q2 2014.

  • Patten & Patten reported no remaining PROTECTIVE LIFE CORP position as of Q2 2014 after selling out during the quarter.
  • Patten & Patten sold 16,000 PROTECTIVE LIFE CORP shares in Q2 2014, an estimated $841K.
  • Patten & Patten first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 4 quarters.
  • Patten & Patten's PROTECTIVE LIFE CORP position peaked at $841K in Q1 2014.
  • 285 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q2 2014.

Based on Patten & Patten's 13F filing for Q2 2014, filed 25 Jul 2014.