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LifePlan Financial Group’s Steris STE Stock Holding History

LifePlan Financial Group’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-500
Closed -$24K – 198
2014
Q1 		$24K Buy
+500
New +$23.4K 0.02% 141

Other funds holding STE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

LifePlan Financial Group sold out of Steris (STE) in Q2 2014, closing a stake of 500 shares — an estimated $24K sold.

LifePlan Financial Group first reported a position in STE in Q1 2014 and held it in 1 quarter. The position peaked at $24K in Q1 2014. 251 funds tracked by Wall St. Rank hold STE as of Q2 2014.

  • LifePlan Financial Group reported no remaining Steris position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 500 Steris shares in Q2 2014, an estimated $24K.
  • LifePlan Financial Group first reported a position in Steris in Q1 2014 and held it in 1 quarter.
  • LifePlan Financial Group's Steris position peaked at $24K in Q1 2014.
  • 251 funds tracked by Wall St. Rank held Steris as of Q2 2014.

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