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YorkBridge Wealth Partners’s Globe Life GL Stock Holding History

YorkBridge Wealth Partners’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
2018
Q1 		– Sell
-16
Closed -$1K – 853
2017
Q4 		$1K Hold
16
– – ﹤0.01% 842
2017
Q3 		$1K Hold
16
– – ﹤0.01% 841
2017
Q2 		$1K Hold
16
– – ﹤0.01% 831
2017
Q1 		$1K Hold
16
– – ﹤0.01% 820
2016
Q4 		$1K Buy
+16
New +$1.1K ﹤0.01% 831

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

YorkBridge Wealth Partners's GL Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Globe Life (GL) in Q1 2018, closing a stake of 16 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in GL in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q4 2017. 483 funds tracked by Wall St. Rank hold GL as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Globe Life position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 16 Globe Life shares in Q1 2018, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in Globe Life in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Globe Life position peaked at $1K in Q4 2017.
  • 483 funds tracked by Wall St. Rank held Globe Life as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.