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Squar Milner Financial Services’s Globe Life GL Stock Holding History

Squar Milner Financial Services’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
-45
Closed -$4K – 793
2018
Q2 		$4K Buy
+45
New +$3.82K ﹤0.01% 738

Other funds holding GL

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Squar Milner Financial Services's GL Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Globe Life (GL) in Q3 2018, closing a stake of 45 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in GL in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 455 funds tracked by Wall St. Rank hold GL as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Globe Life position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 45 Globe Life shares in Q3 2018, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Globe Life in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Globe Life position peaked at $4K in Q2 2018.
  • 455 funds tracked by Wall St. Rank held Globe Life as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.