PWAG
LPHI

Polaris Wealth Advisory Group’s LIFE PARTNERS HLDGS INC LPHI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio LPHI Stock Details LPHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-7,500
Closed -$16.5K – 199
2013
Q3 		$16.5K Hold
7,500
– – 0.01% 107
2013
Q2 		$23K Buy
+7,500
New +$25.1K 0.01% 102

Other funds holding LPHI

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's LPHI Position: Q4 2013 in Review

Polaris Wealth Advisory Group sold out of LIFE PARTNERS HLDGS INC (LPHI) in Q4 2013, closing a stake of 7,500 shares — an estimated $16.5K sold.

Polaris Wealth Advisory Group first reported a position in LPHI in Q2 2013 and held it in 2 quarters. The position peaked at $23K in Q2 2013. 27 funds tracked by Wall St. Rank hold LPHI as of Q4 2013.

  • Polaris Wealth Advisory Group reported no remaining LIFE PARTNERS HLDGS INC position as of Q4 2013 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 7,500 LIFE PARTNERS HLDGS INC shares in Q4 2013, an estimated $16.5K.
  • Polaris Wealth Advisory Group first reported a position in LIFE PARTNERS HLDGS INC in Q2 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's LIFE PARTNERS HLDGS INC position peaked at $23K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held LIFE PARTNERS HLDGS INC as of Q4 2013.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2013, filed 24 Feb 2014.