LFG
XONE

LifePlan Financial Group’s The ExOne Company XONE Stock Holding History

LifePlan Financial Group’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-20
Closed -$1K – 242
2014
Q1 		$1K Hold
20
– – ﹤0.01% 247
2013
Q4 		$1K Hold
20
– – ﹤0.01% 230
2013
Q3 		$1K Buy
+20
New +$1.25K ﹤0.01% 209

Other funds holding XONE

SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

LifePlan Financial Group sold out of The ExOne Company (XONE) in Q2 2014, closing a stake of 20 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in XONE in Q3 2013 and held it in 3 quarters. The position peaked at $1K in Q1 2014. 96 funds tracked by Wall St. Rank hold XONE as of Q2 2014.

  • LifePlan Financial Group reported no remaining The ExOne Company position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 20 The ExOne Company shares in Q2 2014, an estimated $1K.
  • LifePlan Financial Group first reported a position in The ExOne Company in Q3 2013 and held it in 3 quarters.
  • LifePlan Financial Group's The ExOne Company position peaked at $1K in Q1 2014.
  • 96 funds tracked by Wall St. Rank held The ExOne Company as of Q2 2014.

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