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Rational Advisors’s Globe Life GL Stock Holding History

Rational Advisors’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
2018
Q2 		– Sell
-7,000
Closed -$589K – 528
2018
Q1 		$589K Hold
7,000
– – 0.28% 119
2017
Q4 		$635K Hold
7,000
– – 0.33% 122
2017
Q3 		$561K Sell
7,000
-2,000
-22% -$156K 0.3% 105
2017
Q2 		$689K Buy
+9,000
New +$684K 0.43% 89
2013
Q4 		$691K Sell
13,268
-91,575
-87% -$4.57M 0.06% 318
2013
Q3 		$5.06M Sell
104,843
-150
-0.1% -$7.05K 0.39% 61
2013
Q2 		$4.56M Buy
+104,993
New +$4.39M 0.38% 74

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rational Advisors's GL Position: Q2 2018 in Review

Rational Advisors sold out of Globe Life (GL) in Q2 2018, closing a stake of 7,000 shares — an estimated $589K sold.

Rational Advisors first reported a position in GL in Q2 2013 and held it in 7 quarters. The position peaked at $5.06M in Q3 2013. 464 funds tracked by Wall St. Rank hold GL as of Q2 2018.

  • Rational Advisors reported no remaining Globe Life position as of Q2 2018 after selling out during the quarter.
  • Rational Advisors sold 7,000 Globe Life shares in Q2 2018, an estimated $589K.
  • Rational Advisors first reported a position in Globe Life in Q2 2013 and held it in 7 quarters.
  • Rational Advisors's Globe Life position peaked at $5.06M in Q3 2013.
  • 464 funds tracked by Wall St. Rank held Globe Life as of Q2 2018.

Based on Rational Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.