LifePlan Financial Group’s Cisco CSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$97K	Hold	2,468	–	–	0.04%	184
2020 Q2	$115K	Hold	2,468	–	–	0.05%	166
2020 Q1	$97K	Hold	2,468	–	–	0.05%	167
2019 Q4	$118K	Sell	2,468 -118	-5%	-$5.49K	0.05%	170
2019 Q3	$128K	Hold	2,586	–	–	0.06%	160
2019 Q2	$142K	Hold	2,586	–	–	0.07%	150
2019 Q1	$140K	Buy	2,586 +150	+6%	+$7.29K	0.07%	154
2018 Q4	$106K	Hold	2,436	–	–	0.07%	168
2018 Q3	$119K	Sell	2,436 -290	-11%	-$13K	0.06%	167
2018 Q2	$117K	Buy	2,726 +39	+1%	+$1.7K	0.07%	166
2018 Q1	$115K	Buy	+2,687	New	+$114K	0.07%	154
2014 Q2	–	Sell	-753	Closed	-$17K	–	90
2014 Q1	$17K	Hold	753	–	–	0.01%	159
2013 Q4	$17K	Hold	753	–	–	0.01%	141
2013 Q3	$18K	Hold	753	–	–	0.01%	133
2013 Q2	$18K	Buy	+753	New	+$16.9K	0.02%	97

Other funds holding CSCO

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LifePlan Financial Group held its Cisco (CSCO) position steady in Q3 2020 at 2,468 shares worth $97K. The position accounts for 0.04% of the portfolio, ranked #184.

LifePlan Financial Group first reported a position in CSCO in Q2 2013 and has held it in 15 quarters since. The position peaked at $142K in Q2 2019. 2,436 funds tracked by Wall St. Rank hold CSCO as of Q3 2020.

LifePlan Financial Group held 2,468 shares of Cisco worth $97K as of Q3 2020.
LifePlan Financial Group left its Cisco share count unchanged in Q3 2020.
Cisco made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #184 holding.
LifePlan Financial Group first reported a position in Cisco in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Cisco position peaked at $142K in Q2 2019.
2,436 funds tracked by Wall St. Rank held Cisco as of Q3 2020.

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