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Stux Capital Management’s Globe Life GL Stock Holding History

Stux Capital Management’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
2014
Q2 		$778K Buy
14,250
+5,550
+64% +$297K 0.1% 250
2014
Q1 		$456K Buy
8,700
+1,200
+16% +$61.6K 0.06% 302
2013
Q4 		$391K Buy
7,500
+1,500
+25% +$74.8K 0.05% 304
2013
Q3 		$289K Buy
+6,000
New +$282K 0.04% 309

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stux Capital Management's GL Position: Q2 2014 in Review

Stux Capital Management increased its Globe Life (GL) stake by 64% in Q2 2014, buying an estimated $297K and bringing the position to 14,250 shares worth $778K. The position accounts for 0.1% of the portfolio, ranked #250.

Stux Capital Management first reported a position in GL in Q3 2013 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold GL as of Q2 2014.

  • Stux Capital Management held 14,250 shares of Globe Life worth $778K as of Q2 2014.
  • Stux Capital Management bought 5,550 Globe Life shares in Q2 2014, an estimated $297K.
  • Globe Life made up 0.1% of Stux Capital Management's portfolio in Q2 2014, its #250 holding.
  • Stux Capital Management first reported a position in Globe Life in Q3 2013 and has held it in 4 quarters since.
  • 363 funds tracked by Wall St. Rank held Globe Life as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.