LifePlan Financial Group’s Streamline Health Solutions STRM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$140K	Hold	6,000	–	–	0.06%	159
2020 Q2	$120K	Hold	6,000	–	–	0.05%	164
2020 Q1	$77K	Hold	6,000	–	–	0.04%	188
2019 Q4	$125K	Hold	6,000	–	–	0.06%	167
2019 Q3	$98K	Hold	6,000	–	–	0.05%	186
2019 Q2	$136K	Hold	6,000	–	–	0.07%	153
2019 Q1	$95K	Hold	6,000	–	–	0.05%	185
2018 Q4	$73K	Hold	6,000	–	–	0.05%	202
2018 Q3	$106K	Hold	6,000	–	–	0.06%	179
2018 Q2	$127K	Hold	6,000	–	–	0.07%	156
2018 Q1	$166K	Sell	6,000 -2,000	-25%	-$51.8K	0.1%	127
2017 Q4	$176K	Hold	8,000	–	–	0.11%	108
2017 Q3	$176K	Hold	8,000	–	–	0.11%	108
2017 Q2	$128K	Hold	8,000	–	–	0.09%	106
2017 Q1	$122K	Hold	8,000	–	–	0.08%	108
2016 Q4	$150K	Hold	8,000	–	–	0.11%	114
2016 Q3	$221K	Hold	8,000	–	–	0.15%	103
2016 Q2	$144K	Hold	8,000	–	–	0.1%	98
2016 Q1	$169K	Hold	8,000	–	–	0.12%	96
2015 Q4	$169K	Hold	8,000	–	–	0.12%	89
2015 Q3	$275K	Hold	8,000	–	–	0.2%	74
2015 Q2	$336K	Hold	8,000	–	–	0.23%	73
2015 Q1	$426K	Hold	8,000	–	–	0.28%	43
2014 Q4	$520K	Hold	8,000	–	–	0.34%	41
2014 Q3	$556K	Hold	8,000	–	–	0.47%	36
2014 Q2	$576K	Hold	8,000	–	–	0.41%	35
2014 Q1	$604K	Hold	8,000	–	–	0.48%	32
2013 Q4	$838K	Hold	8,000	–	–	0.57%	28
2013 Q3	$912K	Hold	8,000	–	–	0.74%	20
2013 Q2	$788K	Buy	+8,000	New	+$783K	0.87%	16

Other funds holding STRM

Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return

HFA

Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

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

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

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

LifePlan Financial Group held its Streamline Health Solutions (STRM) position steady in Q3 2020 at 6,000 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #159.

LifePlan Financial Group first reported a position in STRM in Q2 2013 and has held it in 30 quarters since. The position peaked at $912K in Q3 2013. 33 funds tracked by Wall St. Rank hold STRM as of Q3 2020.

LifePlan Financial Group held 6,000 shares of Streamline Health Solutions worth $140K as of Q3 2020.
LifePlan Financial Group left its Streamline Health Solutions share count unchanged in Q3 2020.
Streamline Health Solutions made up 0.06% of LifePlan Financial Group's portfolio in Q3 2020, its #159 holding.
LifePlan Financial Group first reported a position in Streamline Health Solutions in Q2 2013 and has held it in 30 quarters since.
LifePlan Financial Group's Streamline Health Solutions position peaked at $912K in Q3 2013.
33 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q3 2020.

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