13D Management’s LPL Financial LPLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-228,548
Closed -$9.75M 31
2015
Q4
$9.75M Sell
228,548
-58,829
-20% -$2.51M 2.97% 18
2015
Q3
$11.4M Buy
+287,377
New +$11.4M 3.04% 18