Bingham Osborn & Scarborough’s LPL Financial LPLA Stock Holding History

Bingham Osborn & Scarborough’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
2015 Q4	–	Sell	-5,915	Closed	-$235K	–	112
2015 Q3	$235K	Hold	5,915	–	–	0.03%	97
2015 Q2	$275K	Hold	5,915	–	–	0.03%	93
2015 Q1	$259K	Hold	5,915	–	–	0.03%	98
2014 Q4	$264K	Hold	5,915	–	–	0.03%	98
2014 Q3	$272K	Hold	5,915	–	–	0.03%	96
2014 Q2	$294K	Hold	5,915	–	–	0.04%	85
2014 Q1	$311K	Hold	5,915	–	–	0.04%	82
2013 Q4	$278K	Sell	5,915 -7,442	-56%	-$312K	0.04%	81
2013 Q3	$512K	Buy	+13,357	New	+$511K	0.08%	50

Other funds holding LPLA

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

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

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

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

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return