RFA
PL.PRC.CL

Reilly Financial Advisors’s Protective Life Corp PL.PRC.CL Stock Holding History

Reilly Financial Advisors’s Portfolio PL.PRC.CL Stock Details PL.PRC.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-575
Closed -$15K – 1128
2016
Q1 		$15K Hold
575
– – ﹤0.01% 668
2015
Q4 		$15K Hold
575
– – ﹤0.01% 680
2015
Q3 		$15K Hold
575
– – ﹤0.01% 680
2015
Q2 		$15K Hold
575
– – ﹤0.01% 758
2015
Q1 		$15K Hold
575
– – ﹤0.01% 746
2014
Q4 		$15K Hold
575
– – ﹤0.01% 450
2014
Q3 		$15K Hold
575
– – ﹤0.01% 453
2014
Q2 		$15K Hold
575
– – ﹤0.01% 475
2014
Q1 		$14K Buy
575
+175
+44% +$4.12K ﹤0.01% 503
2013
Q4 		$9K Sell
400
-1,000
-71% -$22.7K ﹤0.01% 566
2013
Q3 		$33K Hold
1,400
– – 0.01% 281
2013
Q2 		$35K Buy
+1,400
New +$36.2K 0.01% 277

Other funds holding PL.PRC.CL

SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Reilly Financial Advisors's PL.PRC.CL Position: Q2 2016 in Review

Reilly Financial Advisors sold out of Protective Life Corp (PL.PRC.CL) in Q2 2016, closing a stake of 575 shares — an estimated $15K sold.

Reilly Financial Advisors first reported a position in PL.PRC.CL in Q2 2013 and held it in 12 quarters. The position peaked at $35K in Q2 2013. 4 funds tracked by Wall St. Rank hold PL.PRC.CL as of Q2 2016.

  • Reilly Financial Advisors reported no remaining Protective Life Corp position as of Q2 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 575 Protective Life Corp shares in Q2 2016, an estimated $15K.
  • Reilly Financial Advisors first reported a position in Protective Life Corp in Q2 2013 and held it in 12 quarters.
  • Reilly Financial Advisors's Protective Life Corp position peaked at $35K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Protective Life Corp as of Q2 2016.

Based on Reilly Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.