RA
PL

Rational Advisors’s PROTECTIVE LIFE CORP PL Stock Holding History

Rational Advisors’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
2013
Q4 		$510K Sell
10,071
-1,060
-10% -$49.9K 0.04% 344
2013
Q3 		$474K Sell
11,131
-15,176
-58% -$648K 0.04% 397
2013
Q2 		$1.01M Buy
+26,307
New +$995K 0.08% 314

Other funds holding PL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Rational Advisors's PL Position: Q4 2013 in Review

Rational Advisors reduced its PROTECTIVE LIFE CORP (PL) stake by 9.5% in Q4 2013, selling an estimated $49.9K and leaving 10,071 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #344.

Rational Advisors first reported a position in PL in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.01M in Q2 2013. 266 funds tracked by Wall St. Rank hold PL as of Q4 2013.

  • Rational Advisors held 10,071 shares of PROTECTIVE LIFE CORP worth $510K as of Q4 2013.
  • Rational Advisors sold 1,060 PROTECTIVE LIFE CORP shares in Q4 2013, an estimated $49.9K.
  • PROTECTIVE LIFE CORP made up 0.04% of Rational Advisors's portfolio in Q4 2013, its #344 holding.
  • Rational Advisors first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's PROTECTIVE LIFE CORP position peaked at $1.01M in Q2 2013.
  • 266 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.