WWMSC
GL icon

Wagner Wealth Management (South Carolina)’s Globe Life GL Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$9K Hold
105
– – 0.01% 429
2018
Q2 		$9K Hold
105
– – 0.01% 407
2018
Q1 		$9K Hold
105
– – 0.01% 379
2017
Q4 		$10K Buy
+105
New +$9.01K 0.01% 407

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s GL Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Globe Life (GL) position steady in Q3 2018 at 105 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #429.

Wagner Wealth Management (South Carolina) first reported a position in GL in Q4 2017 and has held it in 4 quarters since. The position peaked at $10K in Q4 2017. 455 funds tracked by Wall St. Rank hold GL as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 105 shares of Globe Life worth $9K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Globe Life share count unchanged in Q3 2018.
  • Globe Life made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #429 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Globe Life in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Globe Life position peaked at $10K in Q4 2017.
  • 455 funds tracked by Wall St. Rank held Globe Life as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.