LFG
BAS

LifePlan Financial Group’s Basis Energy Services, Inc. BAS Stock Holding History

LifePlan Financial Group’s Portfolio BAS Stock Details BAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1
Closed -$9K – 293
2013
Q4 		$9K Hold
1
– – 0.01% 165
2013
Q3 		$8K Hold
1
– – 0.01% 160
2013
Q2 		$7K Buy
+1
New +$7.46K 0.01% 131

Other funds holding BAS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Century Capital Management Boston, Massachusetts $581M AUM 29.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

LifePlan Financial Group's BAS Position: Q1 2014 in Review

LifePlan Financial Group sold out of Basis Energy Services, Inc. (BAS) in Q1 2014, closing a stake of 1 share — an estimated $9K sold.

LifePlan Financial Group first reported a position in BAS in Q2 2013 and held it in 3 quarters. The position peaked at $9K in Q4 2013. 161 funds tracked by Wall St. Rank hold BAS as of Q1 2014.

  • LifePlan Financial Group reported no remaining Basis Energy Services, Inc. position as of Q1 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 1 Basis Energy Services, Inc. share in Q1 2014, an estimated $9K.
  • LifePlan Financial Group first reported a position in Basis Energy Services, Inc. in Q2 2013 and held it in 3 quarters.
  • LifePlan Financial Group's Basis Energy Services, Inc. position peaked at $9K in Q4 2013.
  • 161 funds tracked by Wall St. Rank held Basis Energy Services, Inc. as of Q1 2014.

Based on LifePlan Financial Group's 13F filing for Q1 2014, filed 3 Apr 2014.