RP
PL

Richard Pzena’s PROTECTIVE LIFE CORP PL Stock Holding History

Richard Pzena’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
2014
Q2 		– Sell
-9,275
Closed -$488K – 151
2014
Q1 		$488K Sell
9,275
-144,673
-94% -$7.43M ﹤0.01% 143
2013
Q4 		$7.8M Sell
153,948
-277,466
-64% -$13.1M 0.05% 118
2013
Q3 		$18.4M Sell
431,414
-51,850
-11% -$2.22M 0.12% 106
2013
Q2 		$18.6M Buy
+483,264
New +$18.3M 0.12% 103

Other funds holding PL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Richard Pzena's PL Position: Q2 2014 in Review

Richard Pzena sold out of PROTECTIVE LIFE CORP (PL) in Q2 2014, closing a stake of 9,275 shares — an estimated $488K sold.

Richard Pzena first reported a position in PL in Q2 2013 and held it in 4 quarters. The position peaked at $18.6M in Q2 2013. 285 funds tracked by Wall St. Rank hold PL as of Q2 2014.

  • Richard Pzena reported no remaining PROTECTIVE LIFE CORP position as of Q2 2014 after selling out during the quarter.
  • Richard Pzena sold 9,275 PROTECTIVE LIFE CORP shares in Q2 2014, an estimated $488K.
  • Richard Pzena first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 4 quarters.
  • Richard Pzena's PROTECTIVE LIFE CORP position peaked at $18.6M in Q2 2013.
  • 285 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q2 2014.

Based on Pzena Investment Management's 13F filing for Q2 2014, filed 8 Aug 2014.