LifePlan Financial Group’s ONE Gas OGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$0	Hold	7	–	–	﹤0.01%	592
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	555
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	534
2019 Q4	$1K	Hold	7	–	–	﹤0.01%	536
2019 Q3	$1K	Sell	7 -89	-93%	-$8.12K	﹤0.01%	529
2019 Q2	$9K	Hold	96	–	–	﹤0.01%	413
2019 Q1	$9K	Hold	96	–	–	﹤0.01%	413
2018 Q4	$8K	Sell	96 -1,660	-95%	-$137K	0.01%	405
2018 Q3	$144K	Hold	1,756	–	–	0.08%	155
2018 Q2	$131K	Hold	1,756	–	–	0.07%	154
2018 Q1	$116K	Buy	+1,756	New	+$118K	0.07%	152

Other funds holding OGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's OGS Position: Q3 2020 in Review

LifePlan Financial Group held its ONE Gas (OGS) position steady in Q3 2020 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #592.

LifePlan Financial Group first reported a position in OGS in Q1 2018 and has held it in 11 quarters since. The position peaked at $144K in Q3 2018. 319 funds tracked by Wall St. Rank hold OGS as of Q3 2020.

LifePlan Financial Group held 7 shares of ONE Gas worth $0 as of Q3 2020.
LifePlan Financial Group left its ONE Gas share count unchanged in Q3 2020.
ONE Gas made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #592 holding.
LifePlan Financial Group first reported a position in ONE Gas in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's ONE Gas position peaked at $144K in Q3 2018.
319 funds tracked by Wall St. Rank held ONE Gas as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.