SFM
PL

Systematic Financial Management’s PROTECTIVE LIFE CORP PL Stock Holding History

Systematic Financial Management’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
Q1 		– Sell
-40,753
Closed -$2.06M – 777
2013
Q4 		$2.06M Buy
40,753
+6,950
+21% +$327K 0.02% 403
2013
Q3 		$1.44M Sell
33,803
-5,470
-14% -$234K 0.01% 541
2013
Q2 		$1.51M Buy
+39,273
New +$1.49M 0.01% 416

Other funds holding PL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Systematic Financial Management's PL Position: Q1 2014 in Review

Systematic Financial Management sold out of PROTECTIVE LIFE CORP (PL) in Q1 2014, closing a stake of 40,753 shares — an estimated $2.06M sold.

Systematic Financial Management first reported a position in PL in Q2 2013 and held it in 3 quarters. The position peaked at $2.06M in Q4 2013. 268 funds tracked by Wall St. Rank hold PL as of Q1 2014.

  • Systematic Financial Management reported no remaining PROTECTIVE LIFE CORP position as of Q1 2014 after selling out during the quarter.
  • Systematic Financial Management sold 40,753 PROTECTIVE LIFE CORP shares in Q1 2014, an estimated $2.06M.
  • Systematic Financial Management first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 3 quarters.
  • Systematic Financial Management's PROTECTIVE LIFE CORP position peaked at $2.06M in Q4 2013.
  • 268 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q1 2014.

Based on Systematic Financial Management's 13F filing for Q1 2014, filed 15 May 2014.