TSWM
PL

Triangle Securities Wealth Management’s PROTECTIVE LIFE CORP PL Stock Holding History

Triangle Securities Wealth 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
Q4 		– Sell
-3,251
Closed -$226K – 138
2014
Q3 		$226K Sell
3,251
-15
-0.5% -$1.04K 0.17% 114
2014
Q2 		$226K Buy
+3,266
New +$186K 0.17% 116
2013
Q3 		– Sell
-3,303
Closed -$127K – 465
2013
Q2 		$127K Buy
+3,303
New +$125K 0.09% 158

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

Triangle Securities Wealth Management's PL Position: Q4 2014 in Review

Triangle Securities Wealth Management sold out of PROTECTIVE LIFE CORP (PL) in Q4 2014, closing a stake of 3,251 shares — an estimated $226K sold.

Triangle Securities Wealth Management first reported a position in PL in Q2 2013 and held it in 3 quarters. The position peaked at $226K in Q3 2014. 268 funds tracked by Wall St. Rank hold PL as of Q4 2014.

  • Triangle Securities Wealth Management reported no remaining PROTECTIVE LIFE CORP position as of Q4 2014 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,251 PROTECTIVE LIFE CORP shares in Q4 2014, an estimated $226K.
  • Triangle Securities Wealth Management first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 3 quarters.
  • Triangle Securities Wealth Management's PROTECTIVE LIFE CORP position peaked at $226K in Q3 2014.
  • 268 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q4 2014.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2014, filed 8 Jan 2015.