LifePlan Financial Group’s CNA Financial CNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$30K	Hold	1,000	–	–	0.01%	292
2020 Q2	$32K	Hold	1,000	–	–	0.01%	279
2020 Q1	$31K	Buy	+1,000	New	+$42.3K	0.02%	269
2018 Q4	–	Sell	-610	Closed	-$28K	–	543
2018 Q3	$28K	Hold	610	–	–	0.02%	301
2018 Q2	$28K	Buy	+610	New	+$29.5K	0.02%	294

Other funds holding CNA

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

LifePlan Financial Group held its CNA Financial (CNA) position steady in Q3 2020 at 1,000 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #292.

LifePlan Financial Group first reported a position in CNA in Q2 2018 and has held it in 5 quarters since. The position peaked at $32K in Q2 2020. 166 funds tracked by Wall St. Rank hold CNA as of Q3 2020.

LifePlan Financial Group held 1,000 shares of CNA Financial worth $30K as of Q3 2020.
LifePlan Financial Group left its CNA Financial share count unchanged in Q3 2020.
CNA Financial made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #292 holding.
LifePlan Financial Group first reported a position in CNA Financial in Q2 2018 and has held it in 5 quarters since.
LifePlan Financial Group's CNA Financial position peaked at $32K in Q2 2020.
166 funds tracked by Wall St. Rank held CNA Financial as of Q3 2020.

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