LifePlan Financial Group, Inc historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, LifePlan Financial Group, Inc opened 58 positions, added to 96, reduced 35 and sold out of 115.
- Q3 2016: Stock PG; Country of operation United States; Class COM; Shares before 18,423.
- Q3 2016: Stock TU; Country of operation —; Class COM; Shares before 10,231.
- Q3 2016: Stock MO; Country of operation United States; Class COM; Shares before 4,883.
- Q3 2016: Stock XOMXXXX; Country of operation —; Class COM; Shares before 4,352.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1583104), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-05); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-07); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-14); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-14); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-18); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-20); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-08); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-03); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-03); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-03); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2013-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | PG
PROCTER & GAMBLE CO | United States | COM | 18,423 | 18,793 | +370 | $1,560,000 | $1,687,000 | +$127,000 | 2016-10-05 |
|---|
| Q3 2016 | TU
TELUS CORP | | COM | 10,231 | 11,979 | +1,748 | $329,000 | $395,000 | +$66,000 | 2016-10-05 |
|---|
| Q3 2016 | MO
ALTRIA GROUP INC | United States | COM | 4,883 | 5,025 | +142 | $337,000 | $318,000 | -$19,000 | 2016-10-05 |
|---|
| Q3 2016 | XOMXXXX
EXXON MOBIL CORP | | COM | 4,352 | 4,490 | +138 | $408,000 | $392,000 | -$16,000 | 2016-10-05 |
|---|
| Q3 2016 | T
AT&T INC | United States | COM | 12,524 | 13,617 | +1,093 | $541,000 | $553,000 | +$12,000 | 2016-10-05 |
|---|
| Q3 2016 | BMO
BANK MONTREAL QUE | | COM | 3,427 | 3,488 | +61 | $217,000 | $229,000 | +$12,000 | 2016-10-05 |
|---|
| Q3 2016 | PFE
PFIZER INC | United States | COM | 12,814 | 13,125 | +311 | $451,000 | $445,000 | -$6,000 | 2016-10-05 |
|---|
| Q3 2016 | LMT
LOCKHEED MARTIN CORP | United States | COM | 1,856 | 1,905 | +49 | $461,000 | $457,000 | -$4,000 | 2016-10-05 |
|---|
| Q2 2016 | T
AT&T INC | United States | COM | 9,380 | 12,524 | +3,144 | $367,000 | $541,000 | +$174,000 | 2016-07-07 |
|---|
| Q2 2016 | AAPL
APPLE INC | United States | COM | 9,189 | 9,240 | +51 | $1,002,000 | $883,000 | -$119,000 | 2016-07-07 |
|---|
| Q2 2016 | PFE
PFIZER INC | United States | COM | 11,293 | 12,814 | +1,521 | $335,000 | $451,000 | +$116,000 | 2016-07-07 |
|---|
| Q2 2016 | MO
ALTRIA GROUP INC | United States | COM | 4,056 | 4,883 | +827 | $254,000 | $337,000 | +$83,000 | 2016-07-07 |
|---|
| Q2 2016 | TU
TELUS CORP | | COM | 8,558 | 10,231 | +1,673 | $278,000 | $329,000 | +$51,000 | 2016-07-07 |
|---|
| Q2 2016 | PG
PROCTER & GAMBLE CO | United States | COM | 18,346 | 18,423 | +77 | $1,510,000 | $1,560,000 | +$50,000 | 2016-07-07 |
|---|
| Q2 2016 | LNT
ALLIANT ENERGY CORP | United States | COM | 3,490 | 6,980 | +3,490 | $259,000 | $277,000 | +$18,000 | 2016-07-07 |
|---|
| Q1 2016 | AAPL
APPLE INC | United States | COM | 9,029 | 9,189 | +160 | $950,000 | $1,002,000 | +$52,000 | 2016-04-12 |
|---|
| Q1 2016 | WEC
WEC ENERGY GROUP INC | United States | COM | 5,000 | 5,085 | +85 | $257,000 | $305,000 | +$48,000 | 2016-04-12 |
|---|
| Q1 2016 | MO
ALTRIA GROUP INC | United States | COM | 3,658 | 4,056 | +398 | $213,000 | $254,000 | +$41,000 | 2016-04-12 |
|---|
| Q1 2016 | MCD
MCDONALDS CORP | United States | COM | 2,108 | 2,128 | +20 | $249,000 | $267,000 | +$18,000 | 2016-04-12 |
|---|
| Q1 2016 | PFE
PFIZER INC | United States | COM | 10,368 | 11,293 | +925 | $335,000 | $335,000 | $0 | 2016-04-12 |
|---|
| Q4 2015 | T
AT&T INC | United States | COM | 7,402 | 9,444 | +2,042 | $241,000 | $325,000 | +$84,000 | 2016-01-14 |
|---|
| Q3 2015 | PG
PROCTER & GAMBLE CO | United States | COM | 17,336 | 23,524 | +6,188 | $1,356,000 | $1,692,000 | +$336,000 | 2015-10-14 |
|---|
| Q3 2015 | SPG
SIMON PPTY GROUP INC NEW | United States | COM | 1,233 | 1,343 | +110 | $213,000 | $247,000 | +$34,000 | 2015-10-14 |
|---|
| Q3 2015 | T
AT&T INC | United States | COM | 7,380 | 7,402 | +22 | $262,000 | $241,000 | -$21,000 | 2015-10-14 |
|---|
| Q3 2015 | TU
TELUS CORP | | COM | 8,603 | 9,358 | +755 | $296,000 | $295,000 | -$1,000 | 2015-10-14 |
|---|
| Q2 2015 | PG
PROCTER & GAMBLE CO | United States | COM | 13,284 | 17,336 | +4,052 | $1,089,000 | $1,356,000 | +$267,000 | 2015-08-18 |
|---|
| Q2 2015 | IP
INTL PAPER CO | United States | COM | 4,595 | 4,926 | +331 | $255,000 | $234,000 | -$21,000 | 2015-08-18 |
|---|
| Q2 2015 | LMT
LOCKHEED MARTIN CORP | United States | COM | 1,903 | 1,967 | +64 | $386,000 | $366,000 | -$20,000 | 2015-08-18 |
|---|
| Q2 2015 | TD
TORONTO DOMINION BK ONT | | COM NEW | 4,724 | 5,204 | +480 | $202,000 | $221,000 | +$19,000 | 2015-08-18 |
|---|
| Q2 2015 | DTE
DTE ENERGY CO | United States | COM | 3,947 | 4,477 | +530 | $318,000 | $334,000 | +$16,000 | 2015-08-18 |
|---|
| Q2 2015 | SPG
SIMON PPTY GROUP INC NEW | United States | COM | 1,166 | 1,233 | +67 | $228,000 | $213,000 | -$15,000 | 2015-08-18 |
|---|
| Q2 2015 | D
DOMINION RES INC VA NEW | United States | COM | 4,687 | 4,876 | +189 | $332,000 | $326,000 | -$6,000 | 2015-08-18 |
|---|
| Q2 2015 | PFE
PFIZER INC | United States | COM | 9,942 | 10,368 | +426 | $346,000 | $348,000 | +$2,000 | 2015-08-18 |
|---|
| Q1 2015 | TU
TELUS CORP | | COM | 7,563 | 8,660 | +1,097 | $273,000 | $288,000 | +$15,000 | 2015-04-14 |
|---|
| Q4 2014 | PG
PROCTER & GAMBLE CO | United States | COM | 13,265 | 13,351 | +86 | $1,111,000 | $1,216,000 | +$105,000 | 2015-01-20 |
|---|
| Q4 2014 | NEE
NEXTERA ENERGY INC | United States | COM | 2,450 | 3,045 | +595 | $230,000 | $324,000 | +$94,000 | 2015-01-20 |
|---|
| Q4 2014 | DTE
DTE ENERGY CO | United States | COM | 3,285 | 3,947 | +662 | $250,000 | $341,000 | +$91,000 | 2015-01-20 |
|---|
| Q4 2014 | D
DOMINION RES INC VA NEW | United States | COM | 4,160 | 4,903 | +743 | $287,000 | $377,000 | +$90,000 | 2015-01-20 |
|---|
| Q4 2014 | LMT
LOCKHEED MARTIN CORP | United States | COM | 1,616 | 1,903 | +287 | $295,000 | $366,000 | +$71,000 | 2015-01-20 |
|---|
| Q4 2014 | PFE
PFIZER INC | United States | COM | 8,192 | 9,942 | +1,750 | $242,000 | $310,000 | +$68,000 | 2015-01-20 |
|---|
| Q4 2014 | OKE
ONEOK INC NEW | United States | COM | 4,314 | 4,363 | +49 | $283,000 | $217,000 | -$66,000 | 2015-01-20 |
|---|
| Q4 2014 | TU
TELUS CORP | | COM | 6,151 | 7,563 | +1,412 | $210,000 | $273,000 | +$63,000 | 2015-01-20 |
|---|
| Q4 2014 | TD
TORONTO DOMINION BK ONT | | COM NEW | 6,084 | 7,156 | +1,072 | $300,000 | $342,000 | +$42,000 | 2015-01-20 |
|---|
| Q3 2014 | PG
PROCTER & GAMBLE CO | United States | COM | 12,858 | 13,265 | +407 | $1,010,000 | $1,111,000 | +$101,000 | 2014-10-08 |
|---|
| Q3 2014 | TD
TORONTO DOMINION BK ONT | | COM NEW | 4,724 | 6,084 | +1,360 | $243,000 | $300,000 | +$57,000 | 2014-10-08 |
|---|
| Q2 2014 | OKE
ONEOK INC NEW | United States | COM | 3,150 | 4,314 | +1,164 | $187,000 | $294,000 | +$107,000 | 2014-07-03 |
|---|
| Q2 2014 | PG
PROCTER & GAMBLE CO | United States | COM | 12,826 | 12,858 | +32 | $1,034,000 | $1,010,000 | -$24,000 | 2014-07-03 |
|---|
| Q1 2014 | XOMXXXX
EXXON MOBIL CORP | | COM | 1,877 | 2,389 | +512 | $190,000 | $233,000 | +$43,000 | 2014-04-03 |
|---|
| Q1 2014 | MCD
MCDONALDS CORP | United States | COM | 1,908 | 2,308 | +400 | $185,000 | $226,000 | +$41,000 | 2014-04-03 |
|---|
| Q1 2014 | JNJ
JOHNSON & JOHNSON | United States | COM | 890 | 1,240 | +350 | $82,000 | $122,000 | +$40,000 | 2014-04-03 |
|---|
| Q1 2014 | PEP
PEPSICO INC | United States | COM | 1,200 | 1,600 | +400 | $100,000 | $134,000 | +$34,000 | 2014-04-03 |
|---|
| Q1 2014 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 415 | 640 | +225 | $48,000 | $79,000 | +$31,000 | 2014-04-03 |
|---|
| Q1 2014 | INTC
INTEL CORP | United States | COM | 1,205 | 2,318 | +1,113 | $31,000 | $60,000 | +$29,000 | 2014-04-03 |
|---|
| Q1 2014 | GIS
GENERAL MLS INC | United States | COM | 600 | 1,100 | +500 | $30,000 | $57,000 | +$27,000 | 2014-04-03 |
|---|
| Q1 2014 | T
AT&T INC | United States | COM | 4,371 | 5,058 | +687 | $154,000 | $177,000 | +$23,000 | 2014-04-03 |
|---|
| Q1 2014 | PG
PROCTER & GAMBLE CO | United States | COM | 12,427 | 12,826 | +399 | $1,012,000 | $1,034,000 | +$22,000 | 2014-04-03 |
|---|
| Q1 2014 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 100 | 325 | +225 | $8,000 | $26,000 | +$18,000 | 2014-04-03 |
|---|
| Q1 2014 | CVX
CHEVRON CORP NEW | United States | COM | 1,661 | 1,865 | +204 | $207,000 | $222,000 | +$15,000 | 2014-04-03 |
|---|
| Q1 2014 | OKE
ONEOK INC NEW | United States | COM | 2,800 | 3,150 | +350 | $174,000 | $187,000 | +$13,000 | 2014-04-03 |
|---|
| Q1 2014 | TRV
TRAVELERS COMPANIES INC | United States | COM | 1 | 156 | +155 | $0 | $13,000 | +$13,000 | 2014-04-03 |
|---|
| Q1 2014 | COP
CONOCOPHILLIPS | United States | COM | 551 | 701 | +150 | $39,000 | $49,000 | +$10,000 | 2014-04-03 |
|---|
| Q1 2014 | C
CITIGROUP INC | United States | COM NEW | 113 | 305 | +192 | $6,000 | $15,000 | +$9,000 | 2014-04-03 |
|---|
| Q1 2014 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 1,057 | 1,273 | +216 | $52,000 | $61,000 | +$9,000 | 2014-04-03 |
|---|
| Q1 2014 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 438 | 463 | +25 | $82,000 | $89,000 | +$7,000 | 2014-04-03 |
|---|
| Q1 2014 | TD
TORONTO DOMINION BK ONT | | COM NEW | 2,362 | 4,724 | +2,362 | $223,000 | $222,000 | -$1,000 | 2014-04-03 |
|---|
| Q4 2013 | MAT
MATTEL INC | United States | COM | 1,580 | 3,780 | +2,200 | $66,000 | $180,000 | +$114,000 | 2014-02-03 |
|---|
| Q4 2013 | NEE
NEXTERA ENERGY INC | United States | COM | 1,250 | 2,450 | +1,200 | $100,000 | $210,000 | +$110,000 | 2014-02-03 |
|---|
| Q4 2013 | TU
TELUS CORP | | COM | 3,351 | 6,151 | +2,800 | $111,000 | $212,000 | +$101,000 | 2014-02-03 |
|---|
| Q4 2013 | D
DOMINION RES INC VA NEW | United States | COM | 2,822 | 4,245 | +1,423 | $176,000 | $275,000 | +$99,000 | 2014-02-03 |
|---|
| Q4 2013 | RY
ROYAL BK CDA MONTREAL QUE | | COM | 1,044 | 2,444 | +1,400 | $67,000 | $164,000 | +$97,000 | 2014-02-03 |
|---|
| Q4 2013 | DTE
DTE ENERGY CO | United States | COM | 965 | 2,365 | +1,400 | $64,000 | $157,000 | +$93,000 | 2014-02-03 |
|---|
| Q4 2013 | PG
PROCTER & GAMBLE CO | United States | COM | 12,344 | 12,427 | +83 | $933,000 | $1,012,000 | +$79,000 | 2014-02-03 |
|---|
| Q4 2013 | PFE
PFIZER INC | United States | COM | 6,492 | 8,192 | +1,700 | $186,000 | $251,000 | +$65,000 | 2014-02-03 |
|---|
| Q4 2013 | LMT
LOCKHEED MARTIN CORP | United States | COM | 1,416 | 1,616 | +200 | $181,000 | $240,000 | +$59,000 | 2014-02-03 |
|---|
| Q4 2013 | OKE
ONEOK INC NEW | United States | COM | 2,200 | 2,800 | +600 | $117,000 | $174,000 | +$57,000 | 2014-02-03 |
|---|
| Q4 2013 | CVX
CHEVRON CORP NEW | United States | COM | 1,261 | 1,661 | +400 | $153,000 | $207,000 | +$54,000 | 2014-02-03 |
|---|
| Q4 2013 | ED
CONSOLIDATED EDISON INC | United States | COM | 1,300 | 2,100 | +800 | $72,000 | $116,000 | +$44,000 | 2014-02-03 |
|---|
| Q4 2013 | BMO
BANK MONTREAL QUE | | COM | 2,735 | 3,235 | +500 | $183,000 | $216,000 | +$33,000 | 2014-02-03 |
|---|
| Q4 2013 | TD
TORONTO DOMINION BK ONT | | COM NEW | 2,262 | 2,362 | +100 | $204,000 | $223,000 | +$19,000 | 2014-02-03 |
|---|
| Q4 2013 | MSFT
MICROSOFT CORP | United States | COM | 1,939 | 2,201 | +262 | $65,000 | $82,000 | +$17,000 | 2014-02-03 |
|---|
| Q4 2013 | AFL
AFLAC INC | United States | COM | 1,296 | 1,303 | +7 | $80,000 | $87,000 | +$7,000 | 2014-02-03 |
|---|
| Q4 2013 | F
FORD MTR CO DEL | United States | COM PAR $0.01 | 320 | 720 | +400 | $5,000 | $11,000 | +$6,000 | 2014-02-03 |
|---|
| Q4 2013 | AEE
AMEREN CORP | United States | COM | 2,031 | 2,054 | +23 | $71,000 | $74,000 | +$3,000 | 2014-02-03 |
|---|
| Q4 2013 | VYX
NCR CORP NEW | United States | COM | 374 | 408 | +34 | $15,000 | $14,000 | -$1,000 | 2014-02-03 |
|---|
| Q3 2013 | BMO
BANK MONTREAL QUE | | COM | 129 | 2,735 | +2,606 | $7,000 | $183,000 | +$176,000 | 2013-11-13 |
|---|
| Q3 2013 | PFE
PFIZER INC | United States | COM | 1,608 | 6,492 | +4,884 | $45,000 | $186,000 | +$141,000 | 2013-11-13 |
|---|
| Q3 2013 | CVX
CHEVRON CORP NEW | United States | COM | 135 | 1,261 | +1,126 | $16,000 | $153,000 | +$137,000 | 2013-11-13 |
|---|
| Q3 2013 | D
DOMINION RES INC VA NEW | United States | COM | 1,215 | 2,822 | +1,607 | $69,000 | $176,000 | +$107,000 | 2013-11-13 |
|---|
| Q3 2013 | KMB
KIMBERLY CLARK CORP | United States | COM | 200 | 884 | +684 | $19,000 | $83,000 | +$64,000 | 2013-11-13 |
|---|
| Q3 2013 | NEE
NEXTERA ENERGY INC | United States | COM | 448 | 1,250 | +802 | $37,000 | $100,000 | +$63,000 | 2013-11-13 |
|---|
| Q3 2013 | DTE
DTE ENERGY CO | United States | COM | 20 | 965 | +945 | $1,000 | $64,000 | +$63,000 | 2013-11-13 |
|---|
| Q3 2013 | CMCSA
COMCAST CORP NEW | United States | CL A | 1,050 | 1,245 | +195 | $44,000 | $56,000 | +$12,000 | 2013-11-13 |
|---|
| Q3 2013 | PG
PROCTER & GAMBLE CO | United States | COM | 11,998 | 12,344 | +346 | $924,000 | $933,000 | +$9,000 | 2013-11-13 |
|---|
| Q3 2013 | AFL
AFLAC INC | United States | COM | 1,288 | 1,296 | +8 | $75,000 | $80,000 | +$5,000 | 2013-11-13 |
|---|
| Q3 2013 | VYX
NCR CORP NEW | United States | COM | 333 | 374 | +41 | $11,000 | $15,000 | +$4,000 | 2013-11-13 |
|---|
| Q3 2013 | AEE
AMEREN CORP | United States | COM | 2,008 | 2,031 | +23 | $69,000 | $71,000 | +$2,000 | 2013-11-13 |
|---|
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