AIM
LPLA icon

Assured Investment Management’s LPL Financial LPLA Stock Holding History

Assured 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
2019
Q1 		– Sell
-1,419
Closed -$87K – 1260
2018
Q4 		$87K Sell
1,419
-6,185
-81% -$377K ﹤0.01% 998
2018
Q3 		$491K Sell
7,604
-14,851
-66% -$985K 0.01% 772
2018
Q2 		$1.47M Buy
22,455
+14,642
+187% +$962K 0.03% 461
2018
Q1 		$477K Sell
7,813
-27,384
-78% -$1.7M 0.01% 790
2017
Q4 		$2.01M Sell
35,197
-19,549
-36% -$1.03M 0.04% 364
2017
Q3 		$2.82M Buy
54,746
+6,434
+13% +$296K 0.06% 282
2017
Q2 		$2.05M Buy
+48,312
New +$1.96M 0.04% 268

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Assured Investment Management's LPLA Position: Q1 2019 in Review

Assured Investment Management sold out of LPL Financial (LPLA) in Q1 2019, closing a stake of 1,419 shares — an estimated $87K sold.

Assured Investment Management first reported a position in LPLA in Q2 2017 and held it in 7 quarters. The position peaked at $2.82M in Q3 2017. 320 funds tracked by Wall St. Rank hold LPLA as of Q1 2019.

  • Assured Investment Management reported no remaining LPL Financial position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,419 LPL Financial shares in Q1 2019, an estimated $87K.
  • Assured Investment Management first reported a position in LPL Financial in Q2 2017 and held it in 7 quarters.
  • Assured Investment Management's LPL Financial position peaked at $2.82M in Q3 2017.
  • 320 funds tracked by Wall St. Rank held LPL Financial as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.