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Aurora Investment Counsel’s LPL Financial LPLA Stock Holding History

Aurora Investment Counsel’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
2014
Q3 		– Sell
-4,587
Closed -$228K – 112
2014
Q2 		$228K Sell
4,587
-228
-5% -$11.1K 0.14% 100
2014
Q1 		$253K Sell
4,815
-36,979
-88% -$1.95M 0.16% 101
2013
Q4 		$1.97M Sell
41,794
-4,973
-11% -$209K 1.3% 23
2013
Q3 		$1.79M Buy
46,767
+30
+0.1% +$1.15K 1.3% 27
2013
Q2 		$1.84M Buy
+46,737
New +$1.67M 1.43% 18

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aurora Investment Counsel's LPLA Position: Q3 2014 in Review

Aurora Investment Counsel sold out of LPL Financial (LPLA) in Q3 2014, closing a stake of 4,587 shares — an estimated $228K sold.

Aurora Investment Counsel first reported a position in LPLA in Q2 2013 and held it in 5 quarters. The position peaked at $1.97M in Q4 2013. 175 funds tracked by Wall St. Rank hold LPLA as of Q3 2014.

  • Aurora Investment Counsel reported no remaining LPL Financial position as of Q3 2014 after selling out during the quarter.
  • Aurora Investment Counsel sold 4,587 LPL Financial shares in Q3 2014, an estimated $228K.
  • Aurora Investment Counsel first reported a position in LPL Financial in Q2 2013 and held it in 5 quarters.
  • Aurora Investment Counsel's LPL Financial position peaked at $1.97M in Q4 2013.
  • 175 funds tracked by Wall St. Rank held LPL Financial as of Q3 2014.

Based on Aurora Investment Counsel's 13F filing for Q3 2014, filed 29 Oct 2014.