Alpine Woods Capital Investors’s LPL Financial LPLA Stock Holding History

Alpine Woods Capital Investors’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
2016 Q1	–	Sell	-4,869	Closed	-$208K	–	442
2015 Q4	$208K	Buy	+4,869	New	+$207K	0.01%	420
2015 Q3	–	Sell	-4,869	Closed	-$226K	–	486
2015 Q2	$226K	Hold	4,869	–	–	0.01%	421
2015 Q1	$214K	Hold	4,869	–	–	0.01%	422
2014 Q4	$217K	Hold	4,869	–	–	0.01%	411
2014 Q3	$224K	Hold	4,869	–	–	0.01%	410
2014 Q2	$242	Hold	4,869	–	–	0.01%	395
2014 Q1	$256K	Hold	4,869	–	–	0.01%	390
2013 Q4	$229K	Buy	+4,869	New	+$204K	0.01%	361

Other funds holding LPLA

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Alpine Woods Capital Investors's LPLA Position: Q1 2016 in Review

Alpine Woods Capital Investors sold out of LPL Financial (LPLA) in Q1 2016, closing a stake of 4,869 shares — an estimated $208K sold.

Alpine Woods Capital Investors first reported a position in LPLA in Q4 2013 and held it in 8 quarters. The position peaked at $256K in Q1 2014. 153 funds tracked by Wall St. Rank hold LPLA as of Q1 2016.

Alpine Woods Capital Investors reported no remaining LPL Financial position as of Q1 2016 after selling out during the quarter.
Alpine Woods Capital Investors sold 4,869 LPL Financial shares in Q1 2016, an estimated $208K.
Alpine Woods Capital Investors first reported a position in LPL Financial in Q4 2013 and held it in 8 quarters.
Alpine Woods Capital Investors's LPL Financial position peaked at $256K in Q1 2014.
153 funds tracked by Wall St. Rank held LPL Financial as of Q1 2016.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2016, filed 9 May 2016.