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AHL Partners’s LPL Financial LPLA Stock Holding History

AHL 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
2017
Q4 		$1.38M Sell
24,182
-102,250
-81% -$5.38M 0.02% 810
2017
Q3 		$6.52M Sell
126,432
-50,198
-28% -$2.31M 0.12% 313
2017
Q2 		$7.5M Buy
176,630
+93,387
+112% +$3.79M 0.16% 199
2017
Q1 		$3.31M Buy
83,243
+52,545
+171% +$2.07M 0.07% 474
2016
Q4 		$1.08M Sell
30,698
-4,120
-12% -$144K 0.03% 647
2016
Q3 		$1.04M Buy
+34,818
New +$942K 0.04% 590
2015
Q3 		– Sell
-119,468
Closed -$5.55M – 762
2015
Q2 		$5.55M Buy
119,468
+12,610
+12% +$545K 0.22% 138
2015
Q1 		$4.69M Buy
106,858
+44,210
+71% +$1.95M 0.19% 222
2014
Q4 		$2.79M Sell
62,648
-13,308
-18% -$572K 0.14% 273
2014
Q3 		$3.5M Buy
+75,956
New +$3.66M 0.27% 121

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

AHL Partners's LPLA Position: Q4 2017 in Review

AHL Partners reduced its LPL Financial (LPLA) stake by 81% in Q4 2017, selling an estimated $5.38M and leaving 24,182 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #810.

AHL Partners first reported a position in LPLA in Q3 2014 and has held it in 10 quarters since. The position peaked at $7.5M in Q2 2017. 243 funds tracked by Wall St. Rank hold LPLA as of Q4 2017.

  • AHL Partners held 24,182 shares of LPL Financial worth $1.38M as of Q4 2017.
  • AHL Partners sold 102,250 LPL Financial shares in Q4 2017, an estimated $5.38M.
  • LPL Financial made up 0.02% of AHL Partners's portfolio in Q4 2017, its #810 holding.
  • AHL Partners first reported a position in LPL Financial in Q3 2014 and has held it in 10 quarters since.
  • AHL Partners's LPL Financial position peaked at $7.5M in Q2 2017.
  • 243 funds tracked by Wall St. Rank held LPL Financial as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.