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Advantage Investment Management’s LPL Financial LPLA Stock Holding History

Advantage 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
-11
Closed – – 1097
2017
Q1 		$0 Hold
11
– – ﹤0.01% 1016
2016
Q4 		$0 Hold
11
– – ﹤0.01% 993
2016
Q3 		$0 Hold
11
– – ﹤0.01% 937
2016
Q2 		$0 Buy
+11
New +$276 ﹤0.01% 892

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $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 $8.09B AUM 21.95% 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 $1.9B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Advantage Investment Management sold out of LPL Financial (LPLA) in Q2 2017, closing a stake of 11 shares.

Advantage Investment Management first reported a position in LPLA in Q2 2016 and held it in 4 quarters. The position peaked at $0 in Q1 2017. 197 funds tracked by Wall St. Rank hold LPLA as of Q2 2017.

  • Advantage Investment Management reported no remaining LPL Financial position as of Q2 2017 after selling out during the quarter.
  • Advantage Investment Management sold 11 LPL Financial shares in Q2 2017.
  • Advantage Investment Management first reported a position in LPL Financial in Q2 2016 and held it in 4 quarters.
  • Advantage Investment Management's LPL Financial position peaked at $0 in Q1 2017.
  • 197 funds tracked by Wall St. Rank held LPL Financial as of Q2 2017.

Based on Advantage Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.