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UBS’s Globe Life GL Stock Holding History

UBS’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 		$2.57M Buy
49,007
+14,963
+44% +$808K ﹤0.01% 2672
2014
Q2 		$1.86M Sell
34,044
-1,038
-3% -$55.5K ﹤0.01% 2934
2014
Q1 		$1.84M Sell
35,082
-11,919
-25% -$612K ﹤0.01% 2859
2013
Q4 		$2.45M Buy
47,001
+7,030
+18% +$351K ﹤0.01% 2602
2013
Q3 		$1.93M Buy
39,971
+4,523
+13% +$213K ﹤0.01% 2632
2013
Q2 		$1.54M Buy
+35,448
New +$1.48M ﹤0.01% 2850

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

UBS's GL Position: Q3 2014 in Review

UBS increased its Globe Life (GL) stake by 44% in Q3 2014, buying an estimated $808K and bringing the position to 49,007 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

UBS first reported a position in GL in Q2 2013 and has held it in 6 quarters since. 375 funds tracked by Wall St. Rank hold GL as of Q3 2014.

  • UBS held 49,007 shares of Globe Life worth $2.57M as of Q3 2014.
  • UBS bought 14,963 Globe Life shares in Q3 2014, an estimated $808K.
  • Globe Life made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2672 holding.
  • UBS first reported a position in Globe Life in Q2 2013 and has held it in 6 quarters since.
  • 375 funds tracked by Wall St. Rank held Globe Life as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.