TradeWorx’s Globe Life GL Stock Holding History

TradeWorx’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 Q3	–	Sell	-4,136	Closed	-$226K	–	290
2014 Q2	$226K	Buy	+4,136	New	+$221K	0.18%	232

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TradeWorx's GL Position: Q3 2014 in Review

TradeWorx sold out of Globe Life (GL) in Q3 2014, closing a stake of 4,136 shares — an estimated $226K sold.

TradeWorx first reported a position in GL in Q2 2014 and held it in 1 quarter. The position peaked at $226K in Q2 2014. 375 funds tracked by Wall St. Rank hold GL as of Q3 2014.

TradeWorx reported no remaining Globe Life position as of Q3 2014 after selling out during the quarter.
TradeWorx sold 4,136 Globe Life shares in Q3 2014, an estimated $226K.
TradeWorx first reported a position in Globe Life in Q2 2014 and held it in 1 quarter.
TradeWorx's Globe Life position peaked at $226K in Q2 2014.
375 funds tracked by Wall St. Rank held Globe Life as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.