BlackRock Group’s LPL Financial LPLA Stock Holding History

BlackRock 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 Q4	$2.66M	Buy	75,513 +4,779	+7%	+$167K	﹤0.01%	1571
2016 Q3	$2.12M	Buy	70,734 +4,721	+7%	+$128K	﹤0.01%	1586
2016 Q2	$1.49M	Buy	66,013 +6,892	+12%	+$173K	﹤0.01%	1739
2016 Q1	$1.47M	Buy	59,121 +13,172	+29%	+$356K	﹤0.01%	1713
2015 Q4	$1.96M	Sell	45,949 -1,478	-3%	-$63K	﹤0.01%	1494
2015 Q3	$1.89M	Sell	47,427 -13,054	-22%	-$562K	﹤0.01%	1527
2015 Q2	$2.81M	Sell	60,481 -4,683	-7%	-$203K	﹤0.01%	1379
2015 Q1	$2.86M	Sell	65,164 -2,910	-4%	-$129K	﹤0.01%	1326
2014 Q4	$3.03M	Buy	68,074 +33,803	+99%	+$1.45M	﹤0.01%	1304
2014 Q3	$1.58M	Buy	34,271 +24	+0.1%	+$1.16K	﹤0.01%	1533
2014 Q2	$1.7M	Sell	34,247 -26,204	-43%	-$1.27M	﹤0.01%	1545
2014 Q1	$3.18M	Buy	60,451 +12,771	+27%	+$674K	﹤0.01%	1305
2013 Q4	$2.24M	Buy	47,680 +15,503	+48%	+$651K	﹤0.01%	1450
2013 Q3	$1.23M	Buy	32,177 +6,488	+25%	+$248K	﹤0.01%	1779
2013 Q2	$970K	Buy	+25,689	New	+$919K	﹤0.01%	1779

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

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

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

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

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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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