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Wealthfront’s Globe Life GL Stock Holding History

Wealthfront’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 		$873K Buy
10,074
+3,366
+50% +$291K 0.01% 285
2018
Q2 		$546K Buy
6,708
+116
+2% +$9.85K 0.01% 355
2018
Q1 		$555K Buy
6,592
+1,713
+35% +$150K 0.01% 367
2017
Q4 		$443K Buy
4,879
+1,084
+29% +$93K ﹤0.01% 372
2017
Q3 		$304K Buy
+3,795
New +$296K ﹤0.01% 417
2015
Q4 		– Sell
-3,721
Closed -$210K – 577
2015
Q3 		$210K Sell
3,721
-32
-0.9% -$1.9K 0.01% 268
2015
Q2 		$218K Buy
3,753
+819
+28% +$46.7K 0.01% 248
2015
Q1 		$161K Buy
2,934
+303
+12% +$16.1K 0.01% 287
2014
Q4 		$143K Buy
2,631
+783
+42% +$41.5K 0.01% 288
2014
Q3 		$97K Buy
1,848
+405
+28% +$21.9K 0.01% 289
2014
Q2 		$53K Buy
1,443
+448
+45% +$24K ﹤0.01% 356
2014
Q1 		$52K Buy
+995
New +$51.1K 0.01% 257

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

Wealthfront's GL Position: Q3 2018 in Review

Wealthfront increased its Globe Life (GL) stake by 50% in Q3 2018, buying an estimated $291K and bringing the position to 10,074 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #285.

Wealthfront first reported a position in GL in Q1 2014 and has held it in 12 quarters since. 456 funds tracked by Wall St. Rank hold GL as of Q3 2018.

  • Wealthfront held 10,074 shares of Globe Life worth $873K as of Q3 2018.
  • Wealthfront bought 3,366 Globe Life shares in Q3 2018, an estimated $291K.
  • Globe Life made up 0.01% of Wealthfront's portfolio in Q3 2018, its #285 holding.
  • Wealthfront first reported a position in Globe Life in Q1 2014 and has held it in 12 quarters since.
  • 456 funds tracked by Wall St. Rank held Globe Life as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.