CFFP
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Center for Financial Planning’s Banco Santander SAN Stock Holding History

Center for Financial Planning’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-578
Closed -$1K – 548
2020
Q1 		$1K Buy
+578
New +$1.98K ﹤0.01% 545

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Center for Financial Planning's SAN Position: Q2 2020 in Review

Center for Financial Planning sold out of Banco Santander (SAN) in Q2 2020, closing a stake of 578 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in SAN in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 276 funds tracked by Wall St. Rank hold SAN as of Q2 2020.

  • Center for Financial Planning reported no remaining Banco Santander position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 578 Banco Santander shares in Q2 2020, an estimated $1K.
  • Center for Financial Planning first reported a position in Banco Santander in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Banco Santander position peaked at $1K in Q1 2020.
  • 276 funds tracked by Wall St. Rank held Banco Santander as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.