Valley Wealth Managers’s PROTECTIVE LIFE CORP PL Stock Holding History

Valley Wealth Managers’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
2015 Q1	–	Sell	-155,710	Closed	-$10.8M	–	111
2014 Q4	$10.8M	Sell	155,710 -5,519	-3%	-$384K	1.94%	32
2014 Q3	$11.2M	Sell	161,229 -10,575	-6%	-$734K	2.14%	21
2014 Q2	$11.9M	Sell	171,804 -116,721	-40%	-$6.64M	2.26%	13
2014 Q1	$15.2M	Sell	288,525 -10,970	-4%	-$563K	3.03%	1
2013 Q4	$15.2M	Sell	299,495 -23,045	-7%	-$1.08M	3.12%	1
2013 Q3	$13.7M	Sell	322,540 -27,165	-8%	-$1.16M	3%	2
2013 Q2	$13.4M	Buy	+349,705	New	+$13.2M	3.05%	1

Other funds holding PL

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Valley Wealth Managers's PL Position: Q1 2015 in Review

Valley Wealth Managers sold out of PROTECTIVE LIFE CORP (PL) in Q1 2015, closing a stake of 155,710 shares — an estimated $10.8M sold.

Valley Wealth Managers first reported a position in PL in Q2 2013 and held it in 7 quarters. The position peaked at $15.2M in Q1 2014. 1 fund tracked by Wall St. Rank holds PL as of Q1 2015.

Valley Wealth Managers reported no remaining PROTECTIVE LIFE CORP position as of Q1 2015 after selling out during the quarter.
Valley Wealth Managers sold 155,710 PROTECTIVE LIFE CORP shares in Q1 2015, an estimated $10.8M.
Valley Wealth Managers first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 7 quarters.
Valley Wealth Managers's PROTECTIVE LIFE CORP position peaked at $15.2M in Q1 2014.
1 fund tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q1 2015.

Based on Valley Wealth Managers's 13F filing for Q1 2015, filed 6 May 2015.