LifePlan Financial Group’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$9K	Sell	424 -262	-38%	-$6.44K	﹤0.01%	418
2020 Q2	$17K	Hold	686	–	–	0.01%	359
2020 Q1	$13K	Hold	686	–	–	0.01%	368
2019 Q4	$25K	Hold	686	–	–	0.01%	321
2019 Q3	$25K	Hold	686	–	–	0.01%	317
2019 Q2	$26K	Hold	686	–	–	0.01%	308
2019 Q1	$25K	Hold	686	–	–	0.01%	325
2018 Q4	$20K	Hold	686	–	–	0.01%	330
2018 Q3	$23K	Hold	686	–	–	0.01%	323
2018 Q2	$24K	Hold	686	–	–	0.01%	316
2018 Q1	$21K	Buy	+686	New	+$22.7K	0.01%	312
2014 Q2	–	Sell	-686	Closed	-$26K	–	167
2014 Q1	$26K	Hold	686	–	–	0.02%	138
2013 Q4	$24K	Hold	686	–	–	0.02%	126
2013 Q3	$23K	Hold	686	–	–	0.02%	122
2013 Q2	$21K	Buy	+686	New	+$21.9K	0.02%	91

Other funds holding PBA

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

LifePlan Financial Group reduced its Pembina Pipeline (PBA) stake by 38% in Q3 2020, selling an estimated $6.44K and leaving 424 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

LifePlan Financial Group first reported a position in PBA in Q2 2013 and has held it in 15 quarters since. The position peaked at $26K in Q2 2019. 289 funds tracked by Wall St. Rank hold PBA as of Q3 2020.

LifePlan Financial Group held 424 shares of Pembina Pipeline worth $9K as of Q3 2020.
LifePlan Financial Group sold 262 Pembina Pipeline shares in Q3 2020, an estimated $6.44K.
Pembina Pipeline made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #418 holding.
LifePlan Financial Group first reported a position in Pembina Pipeline in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Pembina Pipeline position peaked at $26K in Q2 2019.
289 funds tracked by Wall St. Rank held Pembina Pipeline as of Q3 2020.

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