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

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JHIU

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

MCM

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Bingham Osborn & Scarborough's LPLA Position: Q4 2015 in Review

Bingham Osborn & Scarborough sold out of LPL Financial (LPLA) in Q4 2015, closing a stake of 5,915 shares — an estimated $235K sold.

Bingham Osborn & Scarborough first reported a position in LPLA in Q3 2013 and held it in 9 quarters. The position peaked at $512K in Q3 2013. 166 funds tracked by Wall St. Rank hold LPLA as of Q4 2015.

Bingham Osborn & Scarborough reported no remaining LPL Financial position as of Q4 2015 after selling out during the quarter.
Bingham Osborn & Scarborough sold 5,915 LPL Financial shares in Q4 2015, an estimated $235K.
Bingham Osborn & Scarborough first reported a position in LPL Financial in Q3 2013 and held it in 9 quarters.
Bingham Osborn & Scarborough's LPL Financial position peaked at $512K in Q3 2013.
166 funds tracked by Wall St. Rank held LPL Financial as of Q4 2015.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2015, filed 10 Feb 2016.