Commonwealth Equity Services
LPHI

Commonwealth Equity Services’s LIFE PARTNERS HLDGS INC LPHI Stock Holding History

Commonwealth Equity Services’s Portfolio LPHI Stock Details LPHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-15,350
Closed -$31K – 2199
2014
Q3 		$31K Buy
15,350
+362
+2% +$764 ﹤0.01% 2038
2014
Q2 		$37K Buy
14,988
+290
+2% +$771 ﹤0.01% 2004
2014
Q1 		$42K Sell
14,698
-3,266
-18% -$8.34K ﹤0.01% 1952
2013
Q4 		$32K Hold
17,964
– – ﹤0.01% 1891
2013
Q3 		$40K Buy
17,964
+388
+2% +$959 ﹤0.01% 1818
2013
Q2 		$54K Buy
+17,576
New +$58.9K ﹤0.01% 1740

Other funds holding LPHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services's LPHI Position: Q4 2014 in Review

Commonwealth Equity Services sold out of LIFE PARTNERS HLDGS INC (LPHI) in Q4 2014, closing a stake of 15,350 shares — an estimated $31K sold.

Commonwealth Equity Services first reported a position in LPHI in Q2 2013 and held it in 6 quarters. The position peaked at $54K in Q2 2013. 23 funds tracked by Wall St. Rank hold LPHI as of Q4 2014.

  • Commonwealth Equity Services reported no remaining LIFE PARTNERS HLDGS INC position as of Q4 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,350 LIFE PARTNERS HLDGS INC shares in Q4 2014, an estimated $31K.
  • Commonwealth Equity Services first reported a position in LIFE PARTNERS HLDGS INC in Q2 2013 and held it in 6 quarters.
  • Commonwealth Equity Services's LIFE PARTNERS HLDGS INC position peaked at $54K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held LIFE PARTNERS HLDGS INC as of Q4 2014.

Based on Commonwealth Equity Services's 13F filing for Q4 2014, filed 13 Jan 2015.