Reilly Financial Advisors’s Globe Life GL Stock Holding History

Reilly Financial 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 Q4	–	Sell	-900	Closed	-$78K	–	970
2018 Q3	$78K	Buy	+900	New	+$77.8K	0.01%	284

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Reilly Financial Advisors's GL Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Globe Life (GL) in Q4 2018, closing a stake of 900 shares — an estimated $78K sold.

Reilly Financial Advisors first reported a position in GL in Q3 2018 and held it in 1 quarter. The position peaked at $78K in Q3 2018. 469 funds tracked by Wall St. Rank hold GL as of Q4 2018.

Reilly Financial Advisors reported no remaining Globe Life position as of Q4 2018 after selling out during the quarter.
Reilly Financial Advisors sold 900 Globe Life shares in Q4 2018, an estimated $78K.
Reilly Financial Advisors first reported a position in Globe Life in Q3 2018 and held it in 1 quarter.
Reilly Financial Advisors's Globe Life position peaked at $78K in Q3 2018.
469 funds tracked by Wall St. Rank held Globe Life as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.