PTC
PL

Private Trust Company’s PROTECTIVE LIFE CORP PL Stock Holding History

Private Trust Company’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
Q4 		– Sell
-105
Closed -$7K – 1667
2014
Q3 		$7K Sell
105
-2
-2% -$139 ﹤0.01% 1223
2014
Q2 		$7K Sell
107
-77
-42% -$4.38K ﹤0.01% 1206
2014
Q1 		$10K Sell
184
-44
-19% -$2.26K ﹤0.01% 1003
2013
Q4 		$12K Hold
228
– – ﹤0.01% 893
2013
Q3 		$10K Sell
228
-14
-6% -$598 ﹤0.01% 935
2013
Q2 		$9K Buy
+242
New +$9.15K ﹤0.01% 902

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
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Private Trust Company's PL Position: Q4 2014 in Review

Private Trust Company sold out of PROTECTIVE LIFE CORP (PL) in Q4 2014, closing a stake of 105 shares — an estimated $7K sold.

Private Trust Company first reported a position in PL in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q4 2013. 268 funds tracked by Wall St. Rank hold PL as of Q4 2014.

  • Private Trust Company reported no remaining PROTECTIVE LIFE CORP position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 105 PROTECTIVE LIFE CORP shares in Q4 2014, an estimated $7K.
  • Private Trust Company first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's PROTECTIVE LIFE CORP position peaked at $12K in Q4 2013.
  • 268 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.