LifePlan Financial Group’s E-TRACS UBS Long Platinum ETN PTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-560	Closed	-$9K	–	281
2014 Q1	$9K	Hold	560	–	–	0.01%	187
2013 Q4	$9K	Hold	560	–	–	0.01%	166
2013 Q3	$9K	Hold	560	–	–	0.01%	156
2013 Q2	$8K	Buy	+560	New	+$9.3K	0.01%	125

Other funds holding PTM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

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

HRIA

Haberer Registered Investment Advisor Cincinnati, Ohio $165M AUM 11.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

LifePlan Financial Group sold out of E-TRACS UBS Long Platinum ETN (PTM) in Q2 2014, closing a stake of 560 shares — an estimated $9K sold.

LifePlan Financial Group first reported a position in PTM in Q2 2013 and held it in 4 quarters. The position peaked at $9K in Q1 2014. 6 funds tracked by Wall St. Rank hold PTM as of Q2 2014.

LifePlan Financial Group reported no remaining E-TRACS UBS Long Platinum ETN position as of Q2 2014 after selling out during the quarter.
LifePlan Financial Group sold 560 E-TRACS UBS Long Platinum ETN shares in Q2 2014, an estimated $9K.
LifePlan Financial Group first reported a position in E-TRACS UBS Long Platinum ETN in Q2 2013 and held it in 4 quarters.
LifePlan Financial Group's E-TRACS UBS Long Platinum ETN position peaked at $9K in Q1 2014.
6 funds tracked by Wall St. Rank held E-TRACS UBS Long Platinum ETN as of Q2 2014.

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