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Wealthcare Advisory Partners’s Globe Life GL Stock Holding History

Wealthcare Advisory Partners’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
2020
Q1 		– Sell
-55
Closed -$6K – 1519
2019
Q4 		$6K Hold
55
– – ﹤0.01% 1063
2019
Q3 		$5K Hold
55
– – ﹤0.01% 1072
2019
Q2 		$5K Buy
55
+1
+2% +$87 ﹤0.01% 1056
2019
Q1 		$4K Hold
54
– – ﹤0.01% 994
2018
Q4 		$4K Hold
54
– – ﹤0.01% 975
2018
Q3 		$5K Hold
54
– – ﹤0.01% 988
2018
Q2 		$4K Hold
54
– – ﹤0.01% 1019
2018
Q1 		$5K Hold
54
– – ﹤0.01% 828
2017
Q4 		$5K Buy
+54
New +$4.63K ﹤0.01% 778

Other funds holding GL

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wealthcare Advisory Partners's GL Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Globe Life (GL) in Q1 2020, closing a stake of 55 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in GL in Q4 2017 and held it in 9 quarters. The position peaked at $6K in Q4 2019. 439 funds tracked by Wall St. Rank hold GL as of Q1 2020.

  • Wealthcare Advisory Partners reported no remaining Globe Life position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 55 Globe Life shares in Q1 2020, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in Globe Life in Q4 2017 and held it in 9 quarters.
  • Wealthcare Advisory Partners's Globe Life position peaked at $6K in Q4 2019.
  • 439 funds tracked by Wall St. Rank held Globe Life as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.