Lifeplan Financial Group Inc (1583104) Portfolio


Number of Companies: 27
Inflow: $1,119 K
Outflow: $-390 K
Net Flow: $728 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
1 1 Nextera Energy Inc (NEE) Integrated Utilities 3,045 New Holding 3,045 $130.40 $397 $397
2675 9 Bank Of Montreal (BMO) Diversified Banks 3,427 New Holding 3,427 $63.39 $217 $217
12 2 Alliant Energy Corp (LNT) Integrated Utilities 6,980 Added More 3,490 $39.70 $138 $277
3062 63 Atandt Inc (T) Telecom Carriers 12,524 Added More 3,144 $43.21 $135 $541
3022 6 Altria Group Inc (MO) Tobacco 4,883 Added More 827 $68.96 $57 $336
3049 6 General Electric Co (GE) Electrical Power Equipment 23,112 Added More 1,735 $31.48 $54 $727
2839 61 Telus Corp (TU) Telecom Carriers 10,231 Added More 1,673 $32.20 $53 $329
3031 8 Pfizer Inc (PFE) Large Pharma 12,814 Added More 1,521 $35.21 $53 $451
3077 22 Procter And Gamble Cothe (PG) Household Products 18,423 Added More 77 $84.67 $6 $1,559
3079 54 Apple Inc (AAPL) Communications Equipment 9,240 Added More 51 $95.60 $4 $883
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 4,352 No Change 0 $93.74 $0 $407
2877 30 Dte Energy Company (DTE) Integrated Utilities 4,477 No Change 0 $99.12 $0 $443
1757 17 Navidea Biopharmaceuticals I (NAVB) Medical Equipment 28,810 No Change 0 $0.53 $0 $15
203 14 Penn Real Estate Invest Tst (PEI) Reit 11,988 No Change 0 $21.45 $0 $257
3068 39 Mcdonalds Corp (MCD) Restaurants 2,128 No Change 0 $120.34 $0 $256
2961 20 Stanley Black And Decker Inc (SWK) Home Improvement 2,349 No Change 0 $111.22 $0 $261
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 7,773 No Change 0 $62.14 $0 $483
3012 21 Kimberly-Clark Corp (KMB) Household Products 1,502 No Change 0 $137.48 $0 $206
2956 32 Dominion Resources Incva (D) Integrated Utilities 4,876 No Change 0 $77.93 $0 $379
3067 10 Lockheed Martin Corp (LMT) Defense Primes 1,856 No Change 0 $248.17 $0 $460
2955 7 Automatic Data Processing (ADP) Payment And Data Processors 2,358 No Change 0 $91.87 $0 $216
3055 131 Simon Property Group Inc (SPG) Reit 1,343 No Change 0 $216.90 $0 $291
2480 33 Nisource Inc (NI) Utility Networks 10,123 No Change 0 $26.52 $0 $268
2460 16 Packaging Corp Of America (PKG) Containers And Packaging 4,086 No Change 0 $66.93 $0 $273
108 8 Sovran Self Storage Inc (SSS) Reit 3,733 Sold Some -328 $104.92 $-34 $391
2909 5 Reynolds American Inc (RAI) Tobacco 13,664 Sold Some -2,920 $53.93 $-157 $736
3041 130 Public Storage (PSA) Reit 0 Sold All -778 $255.59 $-198 $0