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BlackRock Advisors’s LPL Financial LPLA Stock Holding History

BlackRock Advisors’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
Q4 		$1.75M Buy
49,773
+7,101
+17% +$248K ﹤0.01% 1581
2016
Q3 		$1.28M Sell
42,672
-4,740
-10% -$128K ﹤0.01% 1688
2016
Q2 		$1.07M Buy
47,412
+7,917
+20% +$199K ﹤0.01% 1736
2016
Q1 		$979K Sell
39,495
-614
-2% -$16.6K ﹤0.01% 1748
2015
Q4 		$1.71M Buy
40,109
+21,415
+115% +$912K ﹤0.01% 1470
2015
Q3 		$743K Buy
18,694
+7,724
+70% +$332K ﹤0.01% 1909
2015
Q2 		$510K Hold
10,970
– – ﹤0.01% 2167
2015
Q1 		$481K Sell
10,970
-444
-4% -$19.6K ﹤0.01% 2101
2014
Q4 		$508K Sell
11,414
-290
-2% -$12.5K ﹤0.01% 1989
2014
Q3 		$539K Sell
11,704
-446
-4% -$21.5K ﹤0.01% 1908
2014
Q2 		$604K Hold
12,150
– – ﹤0.01% 1877
2014
Q1 		$638K Buy
12,150
+421
+4% +$22.2K ﹤0.01% 1880
2013
Q4 		$552K Buy
11,729
+721
+7% +$30.3K ﹤0.01% 1968
2013
Q3 		$422K Buy
11,008
+5,996
+120% +$229K ﹤0.01% 2053
2013
Q2 		$189K Buy
+5,012
New +$179K ﹤0.01% 2506

Other funds holding LPLA

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BlackRock Advisors's LPLA Position: Q4 2016 in Review

BlackRock Advisors increased its LPL Financial (LPLA) stake by 17% in Q4 2016, buying an estimated $248K and bringing the position to 49,773 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

BlackRock Advisors first reported a position in LPLA in Q2 2013 and has held it in 15 quarters since. 188 funds tracked by Wall St. Rank hold LPLA as of Q4 2016.

  • BlackRock Advisors held 49,773 shares of LPL Financial worth $1.75M as of Q4 2016.
  • BlackRock Advisors bought 7,101 LPL Financial shares in Q4 2016, an estimated $248K.
  • LPL Financial made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #1581 holding.
  • BlackRock Advisors first reported a position in LPL Financial in Q2 2013 and has held it in 15 quarters since.
  • 188 funds tracked by Wall St. Rank held LPL Financial as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.