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BDO Wealth Advisors’s LPL Financial LPLA Stock Holding History

BDO Wealth Advisors’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
2018
Q4 		– Sell
-234
Closed -$15K – 593
2018
Q3 		$15K Hold
234
– – ﹤0.01% 417
2018
Q2 		$15K Hold
234
– – 0.01% 413
2018
Q1 		$14K Buy
+234
New +$14.5K 0.01% 366
2017
Q3 		– Sell
-234
Closed -$10K – 504
2017
Q2 		$10K Buy
+234
New +$9.5K ﹤0.01% 375

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
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

BDO Wealth Advisors's LPLA Position: Q4 2018 in Review

BDO Wealth Advisors sold out of LPL Financial (LPLA) in Q4 2018, closing a stake of 234 shares — an estimated $15K sold.

BDO Wealth Advisors first reported a position in LPLA in Q2 2017 and held it in 4 quarters. The position peaked at $15K in Q3 2018. 275 funds tracked by Wall St. Rank hold LPLA as of Q4 2018.

  • BDO Wealth Advisors reported no remaining LPL Financial position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 234 LPL Financial shares in Q4 2018, an estimated $15K.
  • BDO Wealth Advisors first reported a position in LPL Financial in Q2 2017 and held it in 4 quarters.
  • BDO Wealth Advisors's LPL Financial position peaked at $15K in Q3 2018.
  • 275 funds tracked by Wall St. Rank held LPL Financial as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.