LifePlan Financial Group’s Acco Brands ACCO Stock Holding History

LifePlan Financial Group’s Portfolio ACCO Stock Details ACCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$13K	Buy	2,305 +96	+4%	+$628	0.01%	381
2020 Q2	$16K	Buy	2,209 +93	+4%	+$578	0.01%	368
2020 Q1	$11K	Buy	2,116 +154	+8%	+$1.22K	0.01%	385
2019 Q4	$18K	Buy	1,962 +75	+4%	+$710	0.01%	359
2019 Q3	$19K	Buy	1,887 +88	+5%	+$794	0.01%	349
2019 Q2	$14K	Buy	1,799 +86	+5%	+$705	0.01%	377
2019 Q1	$15K	Buy	1,713 +82	+5%	+$717	0.01%	366
2018 Q4	$11K	Buy	1,631 +60	+4%	+$513	0.01%	371
2018 Q3	$18K	Buy	1,571 +62	+4%	+$795	0.01%	343
2018 Q2	$21K	Buy	1,509 +52	+4%	+$667	0.01%	326
2018 Q1	$18K	Buy	+1,457	New	+$18.2K	0.01%	325

Other funds holding ACCO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LifePlan Financial Group's ACCO Position: Q3 2020 in Review

LifePlan Financial Group increased its Acco Brands (ACCO) stake by 4.3% in Q3 2020, buying an estimated $628 and bringing the position to 2,305 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #381.

LifePlan Financial Group first reported a position in ACCO in Q1 2018 and has held it in 11 quarters since. The position peaked at $21K in Q2 2018. 191 funds tracked by Wall St. Rank hold ACCO as of Q3 2020.

LifePlan Financial Group held 2,305 shares of Acco Brands worth $13K as of Q3 2020.
LifePlan Financial Group bought 96 Acco Brands shares in Q3 2020, an estimated $628.
Acco Brands made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #381 holding.
LifePlan Financial Group first reported a position in Acco Brands in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Acco Brands position peaked at $21K in Q2 2018.
191 funds tracked by Wall St. Rank held Acco Brands as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.