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LifePlan Financial Group’s Dow Inc DOW Stock Holding History

LifePlan Financial Group’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$11K Hold
240
– – ﹤0.01% 400
2020
Q2 		$10K Hold
240
– – ﹤0.01% 409
2020
Q1 		$7K Hold
240
– – ﹤0.01% 418
2019
Q4 		$13K Hold
240
– – 0.01% 394
2019
Q3 		$11K Hold
240
– – 0.01% 402
2019
Q2 		$12K Buy
+240
New +$12.7K 0.01% 390

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

LifePlan Financial Group held its Dow Inc (DOW) position steady in Q3 2020 at 240 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

LifePlan Financial Group first reported a position in DOW in Q2 2019 and has held it in 6 quarters since. The position peaked at $13K in Q4 2019. 1,146 funds tracked by Wall St. Rank hold DOW as of Q3 2020.

  • LifePlan Financial Group held 240 shares of Dow Inc worth $11K as of Q3 2020.
  • LifePlan Financial Group left its Dow Inc share count unchanged in Q3 2020.
  • Dow Inc made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #400 holding.
  • LifePlan Financial Group first reported a position in Dow Inc in Q2 2019 and has held it in 6 quarters since.
  • LifePlan Financial Group's Dow Inc position peaked at $13K in Q4 2019.
  • 1,146 funds tracked by Wall St. Rank held Dow Inc as of Q3 2020.

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