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Welch Investments’s Globe Life GL Stock Holding History

Welch Investments’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
2017
Q4 		$933K Buy
10,283
+1,408
+16% +$121K 0.59% 32
2017
Q3 		$711K Sell
8,875
-148
-2% -$11.5K 0.49% 32
2017
Q2 		$690K Buy
9,023
+2,577
+40% +$196K 0.51% 32
2017
Q1 		$497K Sell
6,446
-156
-2% -$11.8K 0.39% 32
2016
Q4 		$487K Buy
+6,602
New +$453K 0.43% 32

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Welch Investments's GL Position: Q4 2017 in Review

Welch Investments increased its Globe Life (GL) stake by 16% in Q4 2017, buying an estimated $121K and bringing the position to 10,283 shares worth $933K. The position accounts for 0.59% of the portfolio, ranked #32.

Welch Investments first reported a position in GL in Q4 2016 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold GL as of Q4 2017.

  • Welch Investments held 10,283 shares of Globe Life worth $933K as of Q4 2017.
  • Welch Investments bought 1,408 Globe Life shares in Q4 2017, an estimated $121K.
  • Globe Life made up 0.59% of Welch Investments's portfolio in Q4 2017, its #32 holding.
  • Welch Investments first reported a position in Globe Life in Q4 2016 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held Globe Life as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.