U
PL

UBS’s PROTECTIVE LIFE CORP PL Stock Holding History

UBS’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
Q3 		$125M Buy
1,806,200
+65,218
+4% +$4.53M 0.09% 229
2014
Q2 		$121M Buy
1,740,982
+1,631,112
+1,485% +$92.9M 0.09% 220
2014
Q1 		$5.78M Buy
109,870
+28,094
+34% +$1.44M 0.01% 1720
2013
Q4 		$4.14M Buy
81,776
+11,439
+16% +$538K ﹤0.01% 2054
2013
Q3 		$2.99M Buy
70,337
+6,782
+11% +$290K ﹤0.01% 2179
2013
Q2 		$2.44M Buy
+63,555
New +$2.4M ﹤0.01% 2329

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS's PL Position: Q3 2014 in Review

UBS increased its PROTECTIVE LIFE CORP (PL) stake by 3.7% in Q3 2014, buying an estimated $4.53M and bringing the position to 1,806,200 shares worth $125M. The position accounts for 0.09% of the portfolio, ranked #229.

UBS first reported a position in PL in Q2 2013 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • UBS held 1,806,200 shares of PROTECTIVE LIFE CORP worth $125M as of Q3 2014.
  • UBS bought 65,218 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $4.53M.
  • PROTECTIVE LIFE CORP made up 0.09% of UBS's portfolio in Q3 2014, its #229 holding.
  • UBS first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and has held it in 6 quarters since.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

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