LifePlan Financial Group’s DNP Select Income Fund DNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	538
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	546
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	520
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	526
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	519
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	519
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	523
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	516
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	516
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	499
2018 Q1	$1K	Buy	+100	New	+$1.03K	﹤0.01%	487
2014 Q2	–	Sell	-100	Closed	-$1K	–	100
2014 Q1	$1K	Hold	100	–	–	﹤0.01%	242
2013 Q4	$1K	Hold	100	–	–	﹤0.01%	225
2013 Q3	$1K	Hold	100	–	–	﹤0.01%	203
2013 Q2	$1K	Buy	+100	New	+$1.02K	﹤0.01%	183

Other funds holding DNP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

LifePlan Financial Group held its DNP Select Income Fund (DNP) position steady in Q3 2020 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

LifePlan Financial Group first reported a position in DNP in Q2 2013 and has held it in 15 quarters since. 228 funds tracked by Wall St. Rank hold DNP as of Q3 2020.

LifePlan Financial Group held 100 shares of DNP Select Income Fund worth $1K as of Q3 2020.
LifePlan Financial Group left its DNP Select Income Fund share count unchanged in Q3 2020.
DNP Select Income Fund made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #538 holding.
LifePlan Financial Group first reported a position in DNP Select Income Fund in Q2 2013 and has held it in 15 quarters since.
228 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2020.

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