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BB&T Investment Services’s LPL Financial LPLA Stock Holding History

BB&T Investment Services’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
2017
Q4 		$2K Buy
+18
New +$947 ﹤0.01% 1269

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

BB&T Investment Services's LPLA Position: Q4 2017 in Review

BB&T Investment Services opened a new position in LPL Financial (LPLA) in Q4 2017: 18 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings.

243 funds tracked by Wall St. Rank hold LPLA as of Q4 2017.

  • BB&T Investment Services held 18 shares of LPL Financial worth $2K as of Q4 2017.
  • LPL Financial was a new BB&T Investment Services position in Q4 2017.
  • LPL Financial made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1269 holding.
  • 243 funds tracked by Wall St. Rank held LPL Financial as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.