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Acrospire Investment Management’s LPL Financial LPLA Stock Holding History

Acrospire Investment Management’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 		– Sell
-600
Closed -$24K – 2369
2017
Q1 		$24K Buy
+600
New +$23.6K 0.02% 1521
2016
Q3 		– Sell
-1,300
Closed -$29K – 2073
2016
Q2 		$29K Buy
+1,300
New +$32.6K 0.02% 1400

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

Acrospire Investment Management's LPLA Position: Q2 2017 in Review

Acrospire Investment Management sold out of LPL Financial (LPLA) in Q2 2017, closing a stake of 600 shares — an estimated $24K sold.

Acrospire Investment Management first reported a position in LPLA in Q2 2016 and held it in 2 quarters. The position peaked at $29K in Q2 2016. 197 funds tracked by Wall St. Rank hold LPLA as of Q2 2017.

  • Acrospire Investment Management reported no remaining LPL Financial position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 600 LPL Financial shares in Q2 2017, an estimated $24K.
  • Acrospire Investment Management first reported a position in LPL Financial in Q2 2016 and held it in 2 quarters.
  • Acrospire Investment Management's LPL Financial position peaked at $29K in Q2 2016.
  • 197 funds tracked by Wall St. Rank held LPL Financial as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.