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ACG Wealth’s LPL Financial LPLA Stock Holding History

ACG Wealth’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
2015
Q3 		– Sell
-5,048
Closed -$235K – 227
2015
Q2 		$235K Sell
5,048
-139
-3% -$6.01K 0.06% 186
2015
Q1 		$228K Sell
5,187
-225
-4% -$9.94K 0.06% 192
2014
Q4 		$241K Hold
5,412
– – 0.07% 181
2014
Q3 		$249K Hold
5,412
– – 0.07% 165
2014
Q2 		$269K Buy
5,412
+412
+8% +$20K 0.05% 176
2014
Q1 		$263K Hold
5,000
– – 0.08% 156
2013
Q4 		$235K Buy
+5,000
New +$210K 0.06% 160

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return