Atherton Lane Advisers’s LPL Financial LPLA Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$768K	Hold	18,000	–	–	0.04%	119
2015 Q3	$716K	Hold	18,000	–	–	0.04%	126
2015 Q2	$837K	Sell	18,000 -19,000	-51%	-$822K	0.05%	121
2015 Q1	$1.62M	Hold	37,000	–	–	0.09%	95
2014 Q4	$1.65M	Hold	37,000	–	–	0.09%	93
2014 Q3	$1.7M	Sell	37,000 -20,533	-36%	-$989K	0.1%	94
2014 Q2	$2.86M	Sell	57,533 -15,200	-21%	-$737K	0.16%	78
2014 Q1	$3.82M	Hold	72,733	–	–	0.24%	74
2013 Q4	$3.42M	Hold	72,733	–	–	0.22%	73
2013 Q3	$2.79M	Buy	72,733 +42,733	+142%	+$1.63M	0.19%	69
2013 Q2	$1.13M	Buy	+30,000	New	+$1.07M	0.08%	69

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 $999B AUM 46.22% 1-Year Est. Return

JHIU

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

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Atherton Lane Advisers's LPLA Position: Q4 2015 in Review

Atherton Lane Advisers held its LPL Financial (LPLA) position steady in Q4 2015 at 18,000 shares worth $768K. The position accounts for 0.04% of the portfolio, ranked #119.

Atherton Lane Advisers first reported a position in LPLA in Q2 2013 and has held it in 11 quarters since. The position peaked at $3.82M in Q1 2014. 166 funds tracked by Wall St. Rank hold LPLA as of Q4 2015.

Atherton Lane Advisers held 18,000 shares of LPL Financial worth $768K as of Q4 2015.
Atherton Lane Advisers left its LPL Financial share count unchanged in Q4 2015.
LPL Financial made up 0.04% of Atherton Lane Advisers's portfolio in Q4 2015, its #119 holding.
Atherton Lane Advisers first reported a position in LPL Financial in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's LPL Financial position peaked at $3.82M in Q1 2014.
166 funds tracked by Wall St. Rank held LPL Financial as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.