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LifePlan Financial Group, Inc Last Quarter Change: USA Stocks, New

LifePlan Financial Group, Inc quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, LifePlan Financial Group, Inc opened 4 positions, added to 8, reduced 0, sold out of 2 and left 13 unchanged. The largest increase in value was SLV (+$2,221,000); the largest decrease was AAPL (-$883,000).

  • SLV: Country of operation United States; Class ISHARES; Shares 2016-06-30 0; Shares 2016-09-30 122,006.
  • GLD: Country of operation United States; Class GOLD SHS; Shares 2016-06-30 0; Shares 2016-09-30 11,535.
  • OKE: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 5,735.
  • CVX: Country of operation United States; Class COM; Shares 2016-06-30 0; Shares 2016-09-30 1,969.

Two Form 13F-HR filings compared (SEC CIK 1583104): 2016-06-30 (filed 2016-07-07) and 2016-09-30 (filed 2016-10-05). 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; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
SLV
ISHARES SILVER TRUST
United StatesISHARES0122,006+122,006$0$2,221,000+$2,221,000
GLD
SPDR GOLD TRUST
United StatesGOLD SHS011,535+11,535$0$1,449,000+$1,449,000
OKE
ONEOK INC NEW
United StatesCOM05,735+5,735$0$295,000+$295,000
CVX
CHEVRON CORP NEW
United StatesCOM01,969+1,969$0$203,000+$203,000

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