RBC
LPHI

Ronald Blue & Co’s LIFE PARTNERS HLDGS INC LPHI Stock Holding History

Ronald Blue & Co’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
2014
Q4 		– Sell
-10,000
Closed -$20K – 374
2014
Q3 		$20K Hold
10,000
– – ﹤0.01% 332
2014
Q2 		$25K Hold
10,000
– – ﹤0.01% 339
2014
Q1 		$29K Hold
10,000
– – ﹤0.01% 328
2013
Q4 		$18K Hold
10,000
– – ﹤0.01% 304
2013
Q3 		$22K Hold
10,000
– – ﹤0.01% 281
2013
Q2 		$31K Buy
+10,000
New +$33.5K ﹤0.01% 198

Other funds holding LPHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ronald Blue & Co's LPHI Position: Q4 2014 in Review

Ronald Blue & Co sold out of LIFE PARTNERS HLDGS INC (LPHI) in Q4 2014, closing a stake of 10,000 shares — an estimated $20K sold.

Ronald Blue & Co first reported a position in LPHI in Q2 2013 and held it in 6 quarters. The position peaked at $31K in Q2 2013. 23 funds tracked by Wall St. Rank hold LPHI as of Q4 2014.

  • Ronald Blue & Co reported no remaining LIFE PARTNERS HLDGS INC position as of Q4 2014 after selling out during the quarter.
  • Ronald Blue & Co sold 10,000 LIFE PARTNERS HLDGS INC shares in Q4 2014, an estimated $20K.
  • Ronald Blue & Co first reported a position in LIFE PARTNERS HLDGS INC in Q2 2013 and held it in 6 quarters.
  • Ronald Blue & Co's LIFE PARTNERS HLDGS INC position peaked at $31K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held LIFE PARTNERS HLDGS INC as of Q4 2014.

Based on Ronald Blue & Co's 13F filing for Q4 2014, filed 3 Feb 2015.