LifePlan Financial Group’s PNC Financial Services PNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$106K	Hold	968	–	–	0.05%	179
2020 Q2	$102K	Hold	968	–	–	0.05%	177
2020 Q1	$93K	Hold	968	–	–	0.05%	172
2019 Q4	$155K	Hold	968	–	–	0.07%	150
2019 Q3	$136K	Sell	968 -25	-3%	-$3.39K	0.06%	157
2019 Q2	$136K	Sell	993 -125	-11%	-$16.5K	0.07%	152
2019 Q1	$137K	Hold	1,118	–	–	0.07%	155
2018 Q4	$131K	Sell	1,118 -427	-28%	-$54.5K	0.08%	151
2018 Q3	$210K	Buy	1,545 +427	+38%	+$60.7K	0.11%	121
2018 Q2	$151K	Sell	1,118 -12	-1%	-$1.75K	0.08%	141
2018 Q1	$171K	Buy	+1,130	New	+$175K	0.1%	123
2014 Q2	–	Sell	-828	Closed	-$72K	–	174
2014 Q1	$72K	Hold	828	–	–	0.06%	99
2013 Q4	$64K	Hold	828	–	–	0.04%	102
2013 Q3	$60K	Hold	828	–	–	0.05%	100
2013 Q2	$60K	Buy	+828	New	+$57.4K	0.07%	71

Other funds holding PNC

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

LifePlan Financial Group held its PNC Financial Services (PNC) position steady in Q3 2020 at 968 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #179.

LifePlan Financial Group first reported a position in PNC in Q2 2013 and has held it in 15 quarters since. The position peaked at $210K in Q3 2018. 1,163 funds tracked by Wall St. Rank hold PNC as of Q3 2020.

LifePlan Financial Group held 968 shares of PNC Financial Services worth $106K as of Q3 2020.
LifePlan Financial Group left its PNC Financial Services share count unchanged in Q3 2020.
PNC Financial Services made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #179 holding.
LifePlan Financial Group first reported a position in PNC Financial Services in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's PNC Financial Services position peaked at $210K in Q3 2018.
1,163 funds tracked by Wall St. Rank held PNC Financial Services as of Q3 2020.

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