LifePlan Financial Group’s Navios Maritime Partners NMM Stock Holding History

LifePlan Financial Group’s Portfolio NMM Stock Details NMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-3	Closed	-$1K	–	159
2014 Q1	$1K	Hold	3	–	–	﹤0.01%	244
2013 Q4	$1K	Hold	3	–	–	﹤0.01%	227
2013 Q3	$1K	Hold	3	–	–	﹤0.01%	206
2013 Q2	$1K	Buy	+3	New	+$650	﹤0.01%	188

Other funds holding NMM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LifePlan Financial Group sold out of Navios Maritime Partners (NMM) in Q2 2014, closing a stake of 3 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in NMM in Q2 2013 and held it in 4 quarters. The position peaked at $1K in Q1 2014. 90 funds tracked by Wall St. Rank hold NMM as of Q2 2014.

LifePlan Financial Group reported no remaining Navios Maritime Partners position as of Q2 2014 after selling out during the quarter.
LifePlan Financial Group sold 3 Navios Maritime Partners shares in Q2 2014, an estimated $1K.
LifePlan Financial Group first reported a position in Navios Maritime Partners in Q2 2013 and held it in 4 quarters.
LifePlan Financial Group's Navios Maritime Partners position peaked at $1K in Q1 2014.
90 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q2 2014.

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