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BHF Kleinwort Benson Group’s LPL Financial LPLA Stock Holding History

BHF Kleinwort Benson Group’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
2016
Q1 		$691K Buy
27,874
+8,594
+45% +$232K 0.02% 313
2015
Q4 		$822K Buy
19,280
+8,269
+75% +$352K 0.02% 274
2015
Q3 		$438K Buy
+11,011
New +$474K 0.02% 237

Other funds holding LPLA

FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BHF Kleinwort Benson Group's LPLA Position: Q1 2016 in Review

BHF Kleinwort Benson Group increased its LPL Financial (LPLA) stake by 45% in Q1 2016, buying an estimated $232K and bringing the position to 27,874 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #313.

BHF Kleinwort Benson Group first reported a position in LPLA in Q3 2015 and has held it in 3 quarters since. The position peaked at $822K in Q4 2015. 153 funds tracked by Wall St. Rank hold LPLA as of Q1 2016.

  • BHF Kleinwort Benson Group held 27,874 shares of LPL Financial worth $691K as of Q1 2016.
  • BHF Kleinwort Benson Group bought 8,594 LPL Financial shares in Q1 2016, an estimated $232K.
  • LPL Financial made up 0.02% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #313 holding.
  • BHF Kleinwort Benson Group first reported a position in LPL Financial in Q3 2015 and has held it in 3 quarters since.
  • BHF Kleinwort Benson Group's LPL Financial position peaked at $822K in Q4 2015.
  • 153 funds tracked by Wall St. Rank held LPL Financial as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.