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LifePlan Financial Group’s Marriott International MAR Stock Holding History

LifePlan Financial Group’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,102
Closed -$118K – 149
2014
Q1 		$118K Hold
2,102
– – 0.09% 79
2013
Q4 		$104K Hold
2,102
– – 0.07% 80
2013
Q3 		$88K Hold
2,102
– – 0.07% 74
2013
Q2 		$85K Buy
+2,102
New +$87.7K 0.09% 58

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LifePlan Financial Group sold out of Marriott International (MAR) in Q2 2014, closing a stake of 2,102 shares — an estimated $118K sold.

LifePlan Financial Group first reported a position in MAR in Q2 2013 and held it in 4 quarters. The position peaked at $118K in Q1 2014. 474 funds tracked by Wall St. Rank hold MAR as of Q2 2014.

  • LifePlan Financial Group reported no remaining Marriott International position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 2,102 Marriott International shares in Q2 2014, an estimated $118K.
  • LifePlan Financial Group first reported a position in Marriott International in Q2 2013 and held it in 4 quarters.
  • LifePlan Financial Group's Marriott International position peaked at $118K in Q1 2014.
  • 474 funds tracked by Wall St. Rank held Marriott International as of Q2 2014.

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