Advisory Research’s LG Display LPL Stock Holding History

Advisory Research’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-86,679	Closed	-$714K	–	380
2018 Q2	$714K	Sell	86,679 -71,828	-45%	-$755K	0.01%	286
2018 Q1	$1.92M	Buy	+158,507	New	+$2.19M	0.03%	214
2017 Q4	–	Sell	-103,000	Closed	-$1.38M	–	428
2017 Q3	$1.38M	Hold	103,000	–	–	0.02%	258
2017 Q2	$1.66M	Buy	+103,000	New	+$1.47M	0.03%	246

Other funds holding LPL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's LPL Position: Q3 2018 in Review

Advisory Research sold out of LG Display (LPL) in Q3 2018, closing a stake of 86,679 shares — an estimated $714K sold.

Advisory Research first reported a position in LPL in Q2 2017 and held it in 4 quarters. The position peaked at $1.92M in Q1 2018. 86 funds tracked by Wall St. Rank hold LPL as of Q3 2018.

Advisory Research reported no remaining LG Display position as of Q3 2018 after selling out during the quarter.
Advisory Research sold 86,679 LG Display shares in Q3 2018, an estimated $714K.
Advisory Research first reported a position in LG Display in Q2 2017 and held it in 4 quarters.
Advisory Research's LG Display position peaked at $1.92M in Q1 2018.
86 funds tracked by Wall St. Rank held LG Display as of Q3 2018.

Based on Advisory Research's 13F filing for Q3 2018, filed 13 Nov 2018.