LFG
FBRC

LifePlan Financial Group’s FBR & Co. Common Stock FBRC Stock Holding History

LifePlan Financial Group’s Portfolio FBRC Stock Details FBRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-72
Closed -$2K – 278
2014
Q1 		$2K Hold
72
– – ﹤0.01% 238
2013
Q4 		$2K Hold
72
– – ﹤0.01% 223
2013
Q3 		$2K Hold
72
– – ﹤0.01% 201
2013
Q2 		$2K Buy
+72
New +$1.58K ﹤0.01% 178

Other funds holding FBRC

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LifePlan Financial Group's FBRC Position: Q2 2014 in Review

LifePlan Financial Group sold out of FBR & Co. Common Stock (FBRC) in Q2 2014, closing a stake of 72 shares — an estimated $2K sold.

LifePlan Financial Group first reported a position in FBRC in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 98 funds tracked by Wall St. Rank hold FBRC as of Q2 2014.

  • LifePlan Financial Group reported no remaining FBR & Co. Common Stock position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 72 FBR & Co. Common Stock shares in Q2 2014, an estimated $2K.
  • LifePlan Financial Group first reported a position in FBR & Co. Common Stock in Q2 2013 and held it in 4 quarters.
  • LifePlan Financial Group's FBR & Co. Common Stock position peaked at $2K in Q1 2014.
  • 98 funds tracked by Wall St. Rank held FBR & Co. Common Stock as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.