LifePlan Financial Group’s Santander BSBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$17K	Hold	3,591	–	–	0.01%	359
2020 Q2	$18K	Hold	3,591	–	–	0.01%	348
2020 Q1	$18K	Hold	3,591	–	–	0.01%	325
2019 Q4	$42K	Hold	3,591	–	–	0.02%	268
2019 Q3	$37K	Hold	3,591	–	–	0.02%	276
2019 Q2	$41K	Hold	3,591	–	–	0.02%	262
2019 Q1	$39K	Hold	3,591	–	–	0.02%	270
2018 Q4	$38K	Hold	3,591	–	–	0.02%	264
2018 Q3	$30K	Hold	3,591	–	–	0.02%	293
2018 Q2	$26K	Hold	3,591	–	–	0.01%	308
2018 Q1	$41K	Buy	+3,591	New	+$37.6K	0.02%	251

Other funds holding BSBR

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

LifePlan Financial Group held its Santander (BSBR) position steady in Q3 2020 at 3,591 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #359.

LifePlan Financial Group first reported a position in BSBR in Q1 2018 and has held it in 11 quarters since. The position peaked at $42K in Q4 2019. 90 funds tracked by Wall St. Rank hold BSBR as of Q3 2020.

LifePlan Financial Group held 3,591 shares of Santander worth $17K as of Q3 2020.
LifePlan Financial Group left its Santander share count unchanged in Q3 2020.
Santander made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #359 holding.
LifePlan Financial Group first reported a position in Santander in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Santander position peaked at $42K in Q4 2019.
90 funds tracked by Wall St. Rank held Santander as of Q3 2020.

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