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Advanced Investment Partners’s LPL Financial LPLA Stock Holding History

Advanced Investment Partners’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
2013
Q2 		$164K Buy
+4,270
New +$153K 0.29% 79

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
HF
Hellman & Friedman San Francisco, California $169M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Advanced Investment Partners's LPLA Position: Q2 2013 in Review

Advanced Investment Partners opened a new position in LPL Financial (LPLA) in Q2 2013: 4,270 shares worth $164K. The stake represents 0.29% of the portfolio and ranks #79 among its holdings.

144 funds tracked by Wall St. Rank hold LPLA as of Q2 2013.

  • Advanced Investment Partners held 4,270 shares of LPL Financial worth $164K as of Q2 2013.
  • LPL Financial was a new Advanced Investment Partners position in Q2 2013.
  • LPL Financial made up 0.29% of Advanced Investment Partners's portfolio in Q2 2013, its #79 holding.
  • 144 funds tracked by Wall St. Rank held LPL Financial as of Q2 2013.

Based on Advanced Investment Partners's 13F filing for Q2 2013, filed 16 Aug 2013.