LifePlan Financial Group’s Main Street Capital MAIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$23K	Hold	783	–	–	0.01%	325
2020 Q2	$24K	Hold	783	–	–	0.01%	313
2020 Q1	$16K	Hold	783	–	–	0.01%	344
2019 Q4	$34K	Hold	783	–	–	0.02%	288
2019 Q3	$34K	Hold	783	–	–	0.02%	286
2019 Q2	$32K	Hold	783	–	–	0.02%	290
2019 Q1	$29K	Hold	783	–	–	0.02%	304
2018 Q4	$26K	Hold	783	–	–	0.02%	300
2018 Q3	$30K	Hold	783	–	–	0.02%	296
2018 Q2	$30K	Hold	783	–	–	0.02%	285
2018 Q1	$29K	Buy	+783	New	+$29.3K	0.02%	279

Other funds holding MAIN

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

LifePlan Financial Group held its Main Street Capital (MAIN) position steady in Q3 2020 at 783 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #325.

LifePlan Financial Group first reported a position in MAIN in Q1 2018 and has held it in 11 quarters since. The position peaked at $34K in Q4 2019. 200 funds tracked by Wall St. Rank hold MAIN as of Q3 2020.

LifePlan Financial Group held 783 shares of Main Street Capital worth $23K as of Q3 2020.
LifePlan Financial Group left its Main Street Capital share count unchanged in Q3 2020.
Main Street Capital made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #325 holding.
LifePlan Financial Group first reported a position in Main Street Capital in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Main Street Capital position peaked at $34K in Q4 2019.
200 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2020.

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