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Aster Investment Management’s LPL Financial LPLA Stock Holding History

Aster 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
2013
Q2 		$39.6M Buy
+1,048,400
New +$37.5M 1.48% 21

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
HF
Hellman & Friedman San Francisco, California $169M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Aster Investment Management's LPLA Position: Q2 2013 in Review

Aster Investment Management opened a new position in LPL Financial (LPLA) in Q2 2013: 1,048,400 shares worth $39.6M. The stake represents 1.48% of the portfolio and ranks #21 among its holdings.

144 funds tracked by Wall St. Rank hold LPLA as of Q2 2013.

  • Aster Investment Management held 1,048,400 shares of LPL Financial worth $39.6M as of Q2 2013.
  • LPL Financial was a new Aster Investment Management position in Q2 2013.
  • LPL Financial made up 1.48% of Aster Investment Management's portfolio in Q2 2013, its #21 holding.
  • 144 funds tracked by Wall St. Rank held LPL Financial as of Q2 2013.

Based on Aster Investment Management's 13F filing for Q2 2013, filed 29 Jul 2013.