SIP
PL

Stoneridge Investment Partners’s PROTECTIVE LIFE CORP PL Stock Holding History

Stoneridge Investment Partners’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
Q4 		– Sell
-4,285
Closed -$297K – 307
2014
Q3 		$297K Hold
4,285
– – 0.04% 204
2014
Q2 		$297K Hold
4,285
– – 0.04% 190
2014
Q1 		$225K Hold
4,285
– – 0.04% 183
2013
Q4 		$217K Buy
+4,285
New +$202K 0.04% 187

Other funds holding PL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Stoneridge Investment Partners's PL Position: Q4 2014 in Review

Stoneridge Investment Partners sold out of PROTECTIVE LIFE CORP (PL) in Q4 2014, closing a stake of 4,285 shares — an estimated $297K sold.

Stoneridge Investment Partners first reported a position in PL in Q4 2013 and held it in 4 quarters. The position peaked at $297K in Q3 2014. 268 funds tracked by Wall St. Rank hold PL as of Q4 2014.

  • Stoneridge Investment Partners reported no remaining PROTECTIVE LIFE CORP position as of Q4 2014 after selling out during the quarter.
  • Stoneridge Investment Partners sold 4,285 PROTECTIVE LIFE CORP shares in Q4 2014, an estimated $297K.
  • Stoneridge Investment Partners first reported a position in PROTECTIVE LIFE CORP in Q4 2013 and held it in 4 quarters.
  • Stoneridge Investment Partners's PROTECTIVE LIFE CORP position peaked at $297K in Q3 2014.
  • 268 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q4 2014.

Based on Stoneridge Investment Partners's 13F filing for Q4 2014, filed 26 Jan 2015.