LifePlan Financial Group’s BGC Group BGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$19K	Hold	7,875	–	–	0.01%	341
2020 Q2	$22K	Hold	7,875	–	–	0.01%	322
2020 Q1	$20K	Hold	7,875	–	–	0.01%	309
2019 Q4	$47K	Hold	7,875	–	–	0.02%	256
2019 Q3	$43K	Hold	7,875	–	–	0.02%	262
2019 Q2	$41K	Hold	7,875	–	–	0.02%	261
2019 Q1	$42K	Hold	7,875	–	–	0.02%	260
2018 Q4	$41K	Sell	7,875 -4,371	-36%	-$28.8K	0.03%	253
2018 Q3	$93K	Hold	12,246	–	–	0.05%	189
2018 Q2	$89K	Hold	12,246	–	–	0.05%	185
2018 Q1	$106K	Buy	+12,246	New	+$110K	0.06%	160
2015 Q2	–	Sell	-19,248	Closed	-$117K	–	97
2015 Q1	$117K	Buy	+19,248	New	+$110K	0.08%	77

Other funds holding BGC

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

LifePlan Financial Group held its BGC Group (BGC) position steady in Q3 2020 at 7,875 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #341.

LifePlan Financial Group first reported a position in BGC in Q1 2015 and has held it in 12 quarters since. The position peaked at $117K in Q1 2015. 207 funds tracked by Wall St. Rank hold BGC as of Q3 2020.

LifePlan Financial Group held 7,875 shares of BGC Group worth $19K as of Q3 2020.
LifePlan Financial Group left its BGC Group share count unchanged in Q3 2020.
BGC Group made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #341 holding.
LifePlan Financial Group first reported a position in BGC Group in Q1 2015 and has held it in 12 quarters since.
LifePlan Financial Group's BGC Group position peaked at $117K in Q1 2015.
207 funds tracked by Wall St. Rank held BGC Group as of Q3 2020.

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