1GA
LPLA icon

1st Global Advisors’s LPL Financial LPLA Stock Holding History

1st Global Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$541K Sell
12,732
-848
-6% -$34.4K 0.06% 255
2017
Q1 		$541K Buy
+13,580
New +$534K 0.06% 263

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1st Global Advisors's LPLA Position: Q2 2017 in Review

1st Global Advisors reduced its LPL Financial (LPLA) stake by 6.2% in Q2 2017, selling an estimated $34.4K and leaving 12,732 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #255.

1st Global Advisors first reported a position in LPLA in Q1 2017 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold LPLA as of Q2 2017.

  • 1st Global Advisors held 12,732 shares of LPL Financial worth $541K as of Q2 2017.
  • 1st Global Advisors sold 848 LPL Financial shares in Q2 2017, an estimated $34.4K.
  • LPL Financial made up 0.06% of 1st Global Advisors's portfolio in Q2 2017, its #255 holding.
  • 1st Global Advisors first reported a position in LPL Financial in Q1 2017 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held LPL Financial as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.