LFG
VNR

LifePlan Financial Group’s Vanguard Natural Resources, LLC VNR Stock Holding History

LifePlan Financial Group’s Portfolio VNR Stock Details VNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,209
Closed -$36K – 279
2014
Q1 		$36K Buy
+1,209
New +$36.2K 0.03% 127

Other funds holding VNR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

LifePlan Financial Group sold out of Vanguard Natural Resources, LLC (VNR) in Q2 2014, closing a stake of 1,209 shares — an estimated $36K sold.

LifePlan Financial Group first reported a position in VNR in Q1 2014 and held it in 1 quarter. The position peaked at $36K in Q1 2014. 146 funds tracked by Wall St. Rank hold VNR as of Q2 2014.

  • LifePlan Financial Group reported no remaining Vanguard Natural Resources, LLC position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 1,209 Vanguard Natural Resources, LLC shares in Q2 2014, an estimated $36K.
  • LifePlan Financial Group first reported a position in Vanguard Natural Resources, LLC in Q1 2014 and held it in 1 quarter.
  • LifePlan Financial Group's Vanguard Natural Resources, LLC position peaked at $36K in Q1 2014.
  • 146 funds tracked by Wall St. Rank held Vanguard Natural Resources, LLC as of Q2 2014.

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