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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

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 $1.9B 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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

BlackRock Group's LPLA Position: Q4 2016 in Review

BlackRock Group increased its LPL Financial (LPLA) stake by 6.8% in Q4 2016, buying an estimated $167K and bringing the position to 75,513 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

BlackRock Group first reported a position in LPLA in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.18M in Q1 2014. 188 funds tracked by Wall St. Rank hold LPLA as of Q4 2016.

  • BlackRock Group held 75,513 shares of LPL Financial worth $2.66M as of Q4 2016.
  • BlackRock Group bought 4,779 LPL Financial shares in Q4 2016, an estimated $167K.
  • LPL Financial made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #1571 holding.
  • BlackRock Group first reported a position in LPL Financial in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's LPL Financial position peaked at $3.18M in Q1 2014.
  • 188 funds tracked by Wall St. Rank held LPL Financial as of Q4 2016.

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