WealthOne’s Globe Life GL Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-748	Closed	-$56K	–	251
2018 Q4	$56K	Buy	+748	New	+$62.2K	0.05%	168

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's GL Position: Q1 2019 in Review

WealthOne sold out of Globe Life (GL) in Q1 2019, closing a stake of 748 shares — an estimated $56K sold.

WealthOne first reported a position in GL in Q4 2018 and held it in 1 quarter. The position peaked at $56K in Q4 2018. 476 funds tracked by Wall St. Rank hold GL as of Q1 2019.

WealthOne reported no remaining Globe Life position as of Q1 2019 after selling out during the quarter.
WealthOne sold 748 Globe Life shares in Q1 2019, an estimated $56K.
WealthOne first reported a position in Globe Life in Q4 2018 and held it in 1 quarter.
WealthOne's Globe Life position peaked at $56K in Q4 2018.
476 funds tracked by Wall St. Rank held Globe Life as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.