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 $2.3T AUM 54.33% 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 $27.7B AUM 52.44% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group's PL Position: Q3 2014 in Review

Wellington Management Group sold out of PROTECTIVE LIFE CORP (PL) in Q3 2014, closing a stake of 146,023 shares — an estimated $10.1M sold.

Wellington Management Group first reported a position in PL in Q2 2013 and held it in 5 quarters. The position peaked at $190M in Q1 2014. 256 funds tracked by Wall St. Rank hold PL as of Q3 2014.

  • Wellington Management Group reported no remaining PROTECTIVE LIFE CORP position as of Q3 2014 after selling out during the quarter.
  • Wellington Management Group sold 146,023 PROTECTIVE LIFE CORP shares in Q3 2014, an estimated $10.1M.
  • Wellington Management Group first reported a position in PROTECTIVE LIFE CORP in Q2 2013 and held it in 5 quarters.
  • Wellington Management Group's PROTECTIVE LIFE CORP position peaked at $190M in Q1 2014.
  • 256 funds tracked by Wall St. Rank held PROTECTIVE LIFE CORP as of Q3 2014.

Based on Wellington Management Group's 13F filing for Q3 2014, filed 14 Nov 2014.