WFG Advisors’s Globe Life GL Stock Holding History

WFG Advisors’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 Q2	$113K	Hold	1,471	–	–	0.03%	504
2017 Q1	$113K	Hold	1,471	–	–	0.03%	454
2016 Q4	$109K	Sell	1,471 -111	-7%	-$7.61K	0.03%	501
2016 Q3	$101K	Hold	1,582	–	–	0.03%	516
2016 Q2	$98K	Hold	1,582	–	–	0.03%	498
2016 Q1	$86K	Buy	1,582 +66	+4%	+$3.52K	0.02%	511
2015 Q4	$87K	Hold	1,516	–	–	0.03%	506
2015 Q3	$86K	Sell	1,516 -61	-4%	-$3.62K	0.03%	486
2015 Q2	$92K	Buy	1,577 +111	+8%	+$6.33K	0.03%	556
2015 Q1	$81K	Hold	1,466	–	–	0.02%	595
2014 Q4	$79K	Hold	1,466	–	–	0.02%	714
2014 Q3	$77K	Sell	1,466 -76	-5%	-$4.1K	0.01%	752
2014 Q2	$84K	Sell	1,542 -15	-1%	-$803	0.02%	717
2014 Q1	$82K	Hold	1,557	–	–	0.02%	716
2013 Q4	$81K	Hold	1,557	–	–	0.01%	819
2013 Q3	$75K	Hold	1,557	–	–	0.01%	787
2013 Q2	$68K	Buy	+1,557	New	+$65.1K	0.01%	776

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WFG Advisors's GL Position: Q2 2017 in Review

WFG Advisors held its Globe Life (GL) position steady in Q2 2017 at 1,471 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #504.

WFG Advisors first reported a position in GL in Q2 2013 and has held it in 17 quarters since. 444 funds tracked by Wall St. Rank hold GL as of Q2 2017.

WFG Advisors held 1,471 shares of Globe Life worth $113K as of Q2 2017.
WFG Advisors left its Globe Life share count unchanged in Q2 2017.
Globe Life made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #504 holding.
WFG Advisors first reported a position in Globe Life in Q2 2013 and has held it in 17 quarters since.
444 funds tracked by Wall St. Rank held Globe Life as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.