BlackRock Fund Advisors’s LPL Financial LPLA Stock Holding History

BlackRock Fund 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	$38.3M	Buy	1,086,951 +113,070	+12%	+$3.95M	0.01%	1838
2016 Q3	$29.1M	Buy	973,881 +51,460	+6%	+$1.39M	0.01%	1880
2016 Q2	$20.8M	Buy	922,421 +84,302	+10%	+$2.12M	﹤0.01%	2007
2016 Q1	$20.8M	Sell	838,119 -173,385	-17%	-$4.68M	﹤0.01%	1971
2015 Q4	$43.1M	Buy	1,011,504 +11,834	+1%	+$504K	0.01%	1578
2015 Q3	$39.8M	Buy	999,670 +36,337	+4%	+$1.56M	0.01%	1569
2015 Q2	$44.8M	Buy	963,333 +22,065	+2%	+$954K	0.01%	1598
2015 Q1	$41.3M	Sell	941,268 -16,309	-2%	-$721K	0.01%	1639
2014 Q4	$42.7M	Buy	957,577 +110,687	+13%	+$4.76M	0.01%	1573
2014 Q3	$39M	Buy	846,890 +53,139	+7%	+$2.56M	0.01%	1522
2014 Q2	$39.5M	Buy	793,751 +137,777	+21%	+$6.68M	0.01%	1557
2014 Q1	$34.5M	Sell	655,974 -5,193	-0.8%	-$274K	0.01%	1661
2013 Q4	$31.1M	Buy	661,167 +80,453	+14%	+$3.38M	0.01%	1718
2013 Q3	$22.2M	Buy	580,714 +110,906	+24%	+$4.24M	0.01%	1899
2013 Q2	$17.7M	Buy	+469,808	New	+$16.8M	0.01%	1927

Other funds holding LPLA

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

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

FCIM

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 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 $2.4B AUM 42.85% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

BlackRock Fund Advisors's LPLA Position: Q4 2016 in Review

BlackRock Fund Advisors increased its LPL Financial (LPLA) stake by 12% in Q4 2016, buying an estimated $3.95M and bringing the position to 1,086,951 shares worth $38.3M. The position accounts for 0.01% of the portfolio, ranked #1838.

BlackRock Fund Advisors first reported a position in LPLA in Q2 2013 and has held it in 15 quarters since. The position peaked at $44.8M in Q2 2015. 188 funds tracked by Wall St. Rank hold LPLA as of Q4 2016.

BlackRock Fund Advisors held 1,086,951 shares of LPL Financial worth $38.3M as of Q4 2016.
BlackRock Fund Advisors bought 113,070 LPL Financial shares in Q4 2016, an estimated $3.95M.
LPL Financial made up 0.01% of BlackRock Fund Advisors's portfolio in Q4 2016, its #1838 holding.
BlackRock Fund Advisors first reported a position in LPL Financial in Q2 2013 and has held it in 15 quarters since.
BlackRock Fund Advisors's LPL Financial position peaked at $44.8M in Q2 2015.
188 funds tracked by Wall St. Rank held LPL Financial as of Q4 2016.

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