BlackRock Investment Management’s LPL Financial LPLA Stock Holding History

BlackRock Investment Management’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	$1.67M	Buy	47,428 +4,023	+9%	+$141K	﹤0.01%	2345
2016 Q3	$1.3M	Buy	43,405 +2,358	+6%	+$63.8K	﹤0.01%	2489
2016 Q2	$925K	Buy	41,047 +14,306	+53%	+$359K	﹤0.01%	2685
2016 Q1	$663K	Sell	26,741 -13,427	-33%	-$362K	﹤0.01%	2755
2015 Q4	$1.71M	Sell	40,168 -159	-0.4%	-$6.77K	﹤0.01%	2194
2015 Q3	$1.6M	Sell	40,327 -5,541	-12%	-$238K	﹤0.01%	2246
2015 Q2	$2.13M	Buy	45,868 +17,708	+63%	+$766K	﹤0.01%	2175
2015 Q1	$1.24M	Sell	28,160 -1,485	-5%	-$65.6K	﹤0.01%	2386
2014 Q4	$1.32M	Sell	29,645 -586	-2%	-$25.2K	﹤0.01%	2357
2014 Q3	$1.39M	Sell	30,231 -842	-3%	-$40.6K	﹤0.01%	2273
2014 Q2	$1.55M	Buy	31,073 +10,093	+48%	+$490K	﹤0.01%	2294
2014 Q1	$1.1M	Sell	20,980 -127	-0.6%	-$6.71K	﹤0.01%	2440
2013 Q4	$993K	Sell	21,107 -255	-1%	-$10.7K	﹤0.01%	2516
2013 Q3	$818K	Buy	21,362 +539	+3%	+$20.6K	﹤0.01%	2588
2013 Q2	$786K	Buy	+20,823	New	+$745K	﹤0.01%	2539

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 Investment Management's LPLA Position: Q4 2016 in Review

BlackRock Investment Management increased its LPL Financial (LPLA) stake by 9.3% in Q4 2016, buying an estimated $141K and bringing the position to 47,428 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

BlackRock Investment Management first reported a position in LPLA in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.13M in Q2 2015. 188 funds tracked by Wall St. Rank hold LPLA as of Q4 2016.

BlackRock Investment Management held 47,428 shares of LPL Financial worth $1.67M as of Q4 2016.
BlackRock Investment Management bought 4,023 LPL Financial shares in Q4 2016, an estimated $141K.
LPL Financial made up ﹤0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #2345 holding.
BlackRock Investment Management first reported a position in LPL Financial in Q2 2013 and has held it in 15 quarters since.
BlackRock Investment Management's LPL Financial position peaked at $2.13M in Q2 2015.
188 funds tracked by Wall St. Rank held LPL Financial as of Q4 2016.

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