SKK
PL

Shepherd Kaplan Krochuk’s PROTECTIVE LIFE CORP PL Stock Holding History

Shepherd Kaplan Krochuk’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
2013
Q3 		– Sell
-6,424
Closed -$247K – 706
2013
Q2 		$247K Buy
+6,424
New +$243K 0.05% 366

Other funds holding PL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Shepherd Kaplan Krochuk's PL Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of PROTECTIVE LIFE CORP (PL) in Q3 2013, closing a stake of 6,424 shares — an estimated $247K sold.

Shepherd Kaplan Krochuk first reported a position in PL in Q2 2013 and held it in 1 quarter. The position peaked at $247K in Q2 2013. 255 funds tracked by Wall St. Rank hold PL as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining PROTECTIVE LIFE CORP position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 6,424 PROTECTIVE LIFE CORP shares in Q3 2013, an estimated $247K.
  • Shepherd Kaplan Krochuk first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's PROTECTIVE LIFE CORP position peaked at $247K in Q2 2013.
  • 255 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.