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Beaconlight Capital’s LPL Financial LPLA Stock Holding History

Beaconlight Capital’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
Q2 		– Sell
-259,440
Closed -$15.8M – 25
2018
Q1 		$15.8M Buy
259,440
+69,100
+36% +$4.28M 5.94% 6
2017
Q4 		$10.9M Buy
+190,340
New +$10M 3.99% 8

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Beaconlight Capital's LPLA Position: Q2 2018 in Review

Beaconlight Capital sold out of LPL Financial (LPLA) in Q2 2018, closing a stake of 259,440 shares — an estimated $15.8M sold.

Beaconlight Capital first reported a position in LPLA in Q4 2017 and held it in 2 quarters. The position peaked at $15.8M in Q1 2018. 294 funds tracked by Wall St. Rank hold LPLA as of Q2 2018.

  • Beaconlight Capital reported no remaining LPL Financial position as of Q2 2018 after selling out during the quarter.
  • Beaconlight Capital sold 259,440 LPL Financial shares in Q2 2018, an estimated $15.8M.
  • Beaconlight Capital first reported a position in LPL Financial in Q4 2017 and held it in 2 quarters.
  • Beaconlight Capital's LPL Financial position peaked at $15.8M in Q1 2018.
  • 294 funds tracked by Wall St. Rank held LPL Financial as of Q2 2018.

Based on Beaconlight Capital's 13F filing for Q2 2018, filed 14 Aug 2018.