RWA Wealth Partners’s Globe Life GL Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-450	Closed	-$37K	–	428
2018 Q2	$37K	Buy	+450	New	+$38.2K	﹤0.01%	455

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

RWA Wealth Partners's GL Position: Q3 2018 in Review

RWA Wealth Partners sold out of Globe Life (GL) in Q3 2018, closing a stake of 450 shares — an estimated $37K sold.

RWA Wealth Partners first reported a position in GL in Q2 2018 and held it in 1 quarter. The position peaked at $37K in Q2 2018. 455 funds tracked by Wall St. Rank hold GL as of Q3 2018.

RWA Wealth Partners reported no remaining Globe Life position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 450 Globe Life shares in Q3 2018, an estimated $37K.
RWA Wealth Partners first reported a position in Globe Life in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's Globe Life position peaked at $37K in Q2 2018.
455 funds tracked by Wall St. Rank held Globe Life as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.