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Richard Bernstein Advisors’s Globe Life GL Stock Holding History

Richard Bernstein 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
-7,523
Closed -$633K – 349
2018
Q1 		$633K Hold
7,523
– – 0.02% 251
2017
Q4 		$682K Buy
+7,523
New +$646K 0.03% 194

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

Richard Bernstein Advisors's GL Position: Q2 2018 in Review

Richard Bernstein Advisors sold out of Globe Life (GL) in Q2 2018, closing a stake of 7,523 shares — an estimated $633K sold.

Richard Bernstein Advisors first reported a position in GL in Q4 2017 and held it in 2 quarters. The position peaked at $682K in Q4 2017. 463 funds tracked by Wall St. Rank hold GL as of Q2 2018.

  • Richard Bernstein Advisors reported no remaining Globe Life position as of Q2 2018 after selling out during the quarter.
  • Richard Bernstein Advisors sold 7,523 Globe Life shares in Q2 2018, an estimated $633K.
  • Richard Bernstein Advisors first reported a position in Globe Life in Q4 2017 and held it in 2 quarters.
  • Richard Bernstein Advisors's Globe Life position peaked at $682K in Q4 2017.
  • 463 funds tracked by Wall St. Rank held Globe Life as of Q2 2018.

Based on Richard Bernstein Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.