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 $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Janus Henderson Group

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return