PI
GL icon

Placemark Investments’s Globe Life GL Stock Holding History

Placemark Investments’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
Q4 		$507K Sell
9,412
-1,628
-15% -$86.3K 0.01% 1168
2014
Q3 		$578K Sell
11,040
-1,901
-15% -$103K 0.01% 1128
2014
Q2 		$708K Buy
12,941
+3,434
+36% +$184K 0.01% 1019
2014
Q1 		$500K Buy
9,507
+2,844
+43% +$146K 0.01% 1126
2013
Q4 		$346K Sell
6,663
-5,640
-46% -$281K 0.01% 1283
2013
Q3 		$594K Buy
12,303
+1,164
+10% +$54.7K 0.01% 1018
2013
Q2 		$481K Buy
+11,139
New +$466K 0.01% 1050

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Placemark Investments's GL Position: Q4 2014 in Review

Placemark Investments reduced its Globe Life (GL) stake by 15% in Q4 2014, selling an estimated $86.3K and leaving 9,412 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #1168.

Placemark Investments first reported a position in GL in Q2 2013 and has held it in 7 quarters since. The position peaked at $708K in Q2 2014. 372 funds tracked by Wall St. Rank hold GL as of Q4 2014.

  • Placemark Investments held 9,412 shares of Globe Life worth $507K as of Q4 2014.
  • Placemark Investments sold 1,628 Globe Life shares in Q4 2014, an estimated $86.3K.
  • Globe Life made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1168 holding.
  • Placemark Investments first reported a position in Globe Life in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Globe Life position peaked at $708K in Q2 2014.
  • 372 funds tracked by Wall St. Rank held Globe Life as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.