LifePlan Financial Group’s QUESTAR CORP STR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-10,503	Closed	-$220K	–	103
2015 Q2	$220K	Hold	10,503	–	–	0.15%	88
2015 Q1	$251K	Hold	10,503	–	–	0.17%	63
2014 Q4	$266K	Buy	+10,503	New	+$251K	0.18%	62
2014 Q3	–	Sell	-8,258	Closed	-$205K	–	70
2014 Q2	$205K	Hold	8,258	–	–	0.15%	63
2014 Q1	$196K	Sell	8,258 -3,100	-27%	-$72.3K	0.16%	61
2013 Q4	$261K	Buy	11,358 +7,663	+207%	+$176K	0.18%	49
2013 Q3	$83K	Buy	+3,695	New	+$85.3K	0.07%	77

Other funds holding STR

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

RIM

RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LifePlan Financial Group's STR Position: Q3 2015 in Review

LifePlan Financial Group sold out of QUESTAR CORP (STR) in Q3 2015, closing a stake of 10,503 shares — an estimated $220K sold.

LifePlan Financial Group first reported a position in STR in Q3 2013 and held it in 7 quarters. The position peaked at $266K in Q4 2014. 311 funds tracked by Wall St. Rank hold STR as of Q3 2015.

LifePlan Financial Group reported no remaining QUESTAR CORP position as of Q3 2015 after selling out during the quarter.
LifePlan Financial Group sold 10,503 QUESTAR CORP shares in Q3 2015, an estimated $220K.
LifePlan Financial Group first reported a position in QUESTAR CORP in Q3 2013 and held it in 7 quarters.
LifePlan Financial Group's QUESTAR CORP position peaked at $266K in Q4 2014.
311 funds tracked by Wall St. Rank held QUESTAR CORP as of Q3 2015.

Based on LifePlan Financial Group's 13F filing for Q3 2015, filed 14 Oct 2015.