LifePlan Financial Group’s Brookfield BN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$51K	Hold	2,872	–	–	0.02%	244
2020 Q2	$51K	Sell	2,872 -1	-0%	-$18	0.02%	242
2020 Q1	$45K	Hold	2,873	–	–	0.02%	234
2019 Q4	$59K	Hold	2,873	–	–	0.03%	228
2019 Q3	$54K	Hold	2,873	–	–	0.03%	233
2019 Q2	$49K	Hold	2,873	–	–	0.02%	244
2019 Q1	$48K	Hold	2,873	–	–	0.03%	244
2018 Q4	$39K	Hold	2,873	–	–	0.02%	260
2018 Q3	$46K	Hold	2,873	–	–	0.02%	261
2018 Q2	$42K	Hold	2,873	–	–	0.02%	261
2018 Q1	$40K	Buy	+2,873	New	+$41.6K	0.02%	255

Other funds holding BN

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

LifePlan Financial Group held its Brookfield (BN) position steady in Q3 2020 at 2,872 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #244.

LifePlan Financial Group first reported a position in BN in Q1 2018 and has held it in 11 quarters since. The position peaked at $59K in Q4 2019. 522 funds tracked by Wall St. Rank hold BN as of Q3 2020.

LifePlan Financial Group held 2,872 shares of Brookfield worth $51K as of Q3 2020.
LifePlan Financial Group left its Brookfield share count unchanged in Q3 2020.
Brookfield made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #244 holding.
LifePlan Financial Group first reported a position in Brookfield in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Brookfield position peaked at $59K in Q4 2019.
522 funds tracked by Wall St. Rank held Brookfield as of Q3 2020.

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