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LifePlan Financial Group’s Omega Healthcare OHI Stock Holding History

LifePlan Financial Group’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-195
Closed -$6K – 231
2013
Q2 		$6K Buy
+195
New +$6.41K 0.01% 135

Other funds holding OHI

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Financial Group's OHI Position: Q3 2013 in Review

LifePlan Financial Group sold out of Omega Healthcare (OHI) in Q3 2013, closing a stake of 195 shares — an estimated $6K sold.

LifePlan Financial Group first reported a position in OHI in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 292 funds tracked by Wall St. Rank hold OHI as of Q3 2013.

  • LifePlan Financial Group reported no remaining Omega Healthcare position as of Q3 2013 after selling out during the quarter.
  • LifePlan Financial Group sold 195 Omega Healthcare shares in Q3 2013, an estimated $6K.
  • LifePlan Financial Group first reported a position in Omega Healthcare in Q2 2013 and held it in 1 quarter.
  • LifePlan Financial Group's Omega Healthcare position peaked at $6K in Q2 2013.
  • 292 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2013.

Based on LifePlan Financial Group's 13F filing for Q3 2013, filed 13 Nov 2013.