LifePlan Financial Group’s CVD Equipment Corp CVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$4K	Hold	1,250	–	–	﹤0.01%	494
2020 Q2	$4K	Hold	1,250	–	–	﹤0.01%	495
2020 Q1	$3K	Hold	1,250	–	–	﹤0.01%	490
2019 Q4	$4K	Hold	1,250	–	–	﹤0.01%	479
2019 Q3	$4K	Hold	1,250	–	–	﹤0.01%	475
2019 Q2	$5K	Hold	1,250	–	–	﹤0.01%	454
2019 Q1	$5K	Hold	1,250	–	–	﹤0.01%	453
2018 Q4	$4K	Hold	1,250	–	–	﹤0.01%	456
2018 Q3	$8K	Hold	1,250	–	–	﹤0.01%	401
2018 Q2	$8K	Buy	+1,250	New	+$9.8K	﹤0.01%	394

Other funds holding CVV

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LifePlan Financial Group held its CVD Equipment Corp (CVV) position steady in Q3 2020 at 1,250 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

LifePlan Financial Group first reported a position in CVV in Q2 2018 and has held it in 10 quarters since. The position peaked at $8K in Q3 2018. 15 funds tracked by Wall St. Rank hold CVV as of Q3 2020.

LifePlan Financial Group held 1,250 shares of CVD Equipment Corp worth $4K as of Q3 2020.
LifePlan Financial Group left its CVD Equipment Corp share count unchanged in Q3 2020.
CVD Equipment Corp made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #494 holding.
LifePlan Financial Group first reported a position in CVD Equipment Corp in Q2 2018 and has held it in 10 quarters since.
LifePlan Financial Group's CVD Equipment Corp position peaked at $8K in Q3 2018.
15 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q3 2020.

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