Wellington Management Group
PL

Wellington Management Group’s PROTECTIVE LIFE CORP PL Stock Holding History

Wellington Management Group’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-146,023
Closed -$10.1M – 2307
2014
Q2 		$10.1M Sell
146,023
-3,463,412
-96% -$197M ﹤0.01% 1249
2014
Q1 		$190M Buy
3,609,435
+1,208,501
+50% +$62.1M 0.05% 363
2013
Q4 		$122M Buy
2,400,934
+549,027
+30% +$25.8M 0.04% 466
2013
Q3 		$78.8M Buy
1,851,907
+30,255
+2% +$1.29M 0.02% 573
2013
Q2 		$70M Buy
+1,821,652
New +$68.9M 0.02% 586

Other funds holding PL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $253M AUM 27.64% 1-Year Est. Return
WIC
Water Island Capital New York $750M AUM 107.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return