BFSG LLC’s LPL Financial LPLA Stock Holding History

BFSG LLC’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	-5,288	Closed	-$323K	–	146
2018 Q1	$323K	Buy	+5,288	New	+$328K	0.14%	117

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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 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

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

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

BFSG LLC's LPLA Position: Q2 2018 in Review

BFSG LLC sold out of LPL Financial (LPLA) in Q2 2018, closing a stake of 5,288 shares — an estimated $323K sold.

BFSG LLC first reported a position in LPLA in Q1 2018 and held it in 1 quarter. The position peaked at $323K in Q1 2018. 294 funds tracked by Wall St. Rank hold LPLA as of Q2 2018.

BFSG LLC reported no remaining LPL Financial position as of Q2 2018 after selling out during the quarter.
BFSG LLC sold 5,288 LPL Financial shares in Q2 2018, an estimated $323K.
BFSG LLC first reported a position in LPL Financial in Q1 2018 and held it in 1 quarter.
BFSG LLC's LPL Financial position peaked at $323K in Q1 2018.
294 funds tracked by Wall St. Rank held LPL Financial as of Q2 2018.

Based on BFSG LLC's 13F filing for Q2 2018, filed 31 Jul 2018.