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AMP Capital Investors’s LPL Financial LPLA Stock Holding History

AMP 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
2020
Q3 		– Sell
-3,858
Closed -$295K – 1278
2020
Q2 		$295K Buy
+3,858
New +$258K ﹤0.01% 1030
2020
Q1 		– Sell
-11,560
Closed -$1.07M – 1192
2019
Q4 		$1.07M Buy
11,560
+5,100
+79% +$438K 0.01% 846
2019
Q3 		$526K Buy
6,460
+352
+6% +$28.2K ﹤0.01% 972
2019
Q2 		$490K Buy
6,108
+3,100
+103% +$245K ﹤0.01% 995
2019
Q1 		$209K Buy
+3,008
New +$217K ﹤0.01% 1119
2018
Q2 		– Sell
-12,755
Closed -$760K – 1199
2018
Q1 		$760K Buy
+12,755
New +$791K ﹤0.01% 923

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

AMP Capital Investors's LPLA Position: Q3 2020 in Review

AMP Capital Investors sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 3,858 shares — an estimated $295K sold.

AMP Capital Investors first reported a position in LPLA in Q1 2018 and held it in 6 quarters. The position peaked at $1.07M in Q4 2019. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

  • AMP Capital Investors reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
  • AMP Capital Investors sold 3,858 LPL Financial shares in Q3 2020, an estimated $295K.
  • AMP Capital Investors first reported a position in LPL Financial in Q1 2018 and held it in 6 quarters.
  • AMP Capital Investors's LPL Financial position peaked at $1.07M in Q4 2019.
  • 326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on AMP Capital Investors's 13F filing for Q3 2020, filed 12 Nov 2020.