UMA
GL icon

USA Mutuals Advisors’s Globe Life GL Stock Holding History

USA Mutuals Advisors’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
2016
Q3 		– Sell
-46
Closed -$3K – 72
2016
Q2 		$3K Hold
46
– – ﹤0.01% 86
2016
Q1 		$2K Hold
46
– – ﹤0.01% 147
2015
Q4 		$3K Buy
+46
New +$2.69K ﹤0.01% 83

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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

USA Mutuals Advisors's GL Position: Q3 2016 in Review

USA Mutuals Advisors sold out of Globe Life (GL) in Q3 2016, closing a stake of 46 shares — an estimated $3K sold.

USA Mutuals Advisors first reported a position in GL in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 400 funds tracked by Wall St. Rank hold GL as of Q3 2016.

  • USA Mutuals Advisors reported no remaining Globe Life position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 46 Globe Life shares in Q3 2016, an estimated $3K.
  • USA Mutuals Advisors first reported a position in Globe Life in Q4 2015 and held it in 3 quarters.
  • USA Mutuals Advisors's Globe Life position peaked at $3K in Q2 2016.
  • 400 funds tracked by Wall St. Rank held Globe Life as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.