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WealthPLAN Partners’s Globe Life GL Stock Holding History

WealthPLAN 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
2016
Q3 		$47.9K Sell
750
-750
-50% -$47.2K 0.02% 344
2016
Q2 		$46.4K Buy
+1,500
New +$87.6K 0.01% 963

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

WealthPLAN Partners's GL Position: Q3 2016 in Review

WealthPLAN Partners reduced its Globe Life (GL) stake by 50% in Q3 2016, selling an estimated $47.2K and leaving 750 shares worth $47.9K. The position accounts for 0.02% of the portfolio, ranked #344.

WealthPLAN Partners first reported a position in GL in Q2 2016 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold GL as of Q3 2016.

  • WealthPLAN Partners held 750 shares of Globe Life worth $47.9K as of Q3 2016.
  • WealthPLAN Partners sold 750 Globe Life shares in Q3 2016, an estimated $47.2K.
  • Globe Life made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #344 holding.
  • WealthPLAN Partners first reported a position in Globe Life in Q2 2016 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Globe Life as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.