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LifePlan Financial Group’s WesBanco WSBC Stock Holding History

LifePlan Financial Group’s Portfolio WSBC Stock Details WSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-692
Closed -$27K – 564
2019
Q2 		$27K Hold
692
– – 0.01% 304
2019
Q1 		$28K Hold
692
– – 0.01% 311
2018
Q4 		$25K Hold
692
– – 0.02% 306
2018
Q3 		$31K Hold
692
– – 0.02% 289
2018
Q2 		$31K Hold
692
– – 0.02% 283
2018
Q1 		$29K Buy
+692
New +$29.2K 0.02% 282
2014
Q2 		– Sell
-692
Closed -$22K – 225
2014
Q1 		$22K Hold
692
– – 0.02% 149
2013
Q4 		$22K Hold
692
– – 0.02% 131
2013
Q3 		$21K Hold
692
– – 0.02% 130
2013
Q2 		$18K Buy
+692
New +$17.1K 0.02% 99

Other funds holding WSBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LifePlan Financial Group's WSBC Position: Q3 2019 in Review

LifePlan Financial Group sold out of WesBanco (WSBC) in Q3 2019, closing a stake of 692 shares — an estimated $27K sold.

LifePlan Financial Group first reported a position in WSBC in Q2 2013 and held it in 10 quarters. The position peaked at $31K in Q3 2018. 192 funds tracked by Wall St. Rank hold WSBC as of Q3 2019.

  • LifePlan Financial Group reported no remaining WesBanco position as of Q3 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 692 WesBanco shares in Q3 2019, an estimated $27K.
  • LifePlan Financial Group first reported a position in WesBanco in Q2 2013 and held it in 10 quarters.
  • LifePlan Financial Group's WesBanco position peaked at $31K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held WesBanco as of Q3 2019.

Based on LifePlan Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.