Boston Advisors’s LPL Financial LPLA Stock Holding History

Boston 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
2019 Q3	$8.15M	Buy	99,471 +5,846	+6%	+$468K	0.43%	56
2019 Q2	$7.64M	Buy	93,625 +3,048	+3%	+$241K	0.41%	58
2019 Q1	$6.31M	Buy	90,577 +23,591	+35%	+$1.7M	0.32%	83
2018 Q4	$4.09M	Buy	+66,986	New	+$4.08M	0.24%	119
2015 Q1	–	Sell	-22,000	Closed	-$980K	–	665
2014 Q4	$980K	Buy	+22,000	New	+$946K	0.04%	264
2014 Q3	–	Sell	-102,974	Closed	-$5.12M	–	590
2014 Q2	$5.12M	Sell	102,974 -313	-0.3%	-$15.2K	0.22%	129
2014 Q1	$5.43M	Buy	103,287 +31,662	+44%	+$1.67M	0.24%	118
2013 Q4	$3.37M	Buy	+71,625	New	+$3.01M	0.16%	141

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCIM

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

Boston Advisors's LPLA Position: Q3 2019 in Review

Boston Advisors increased its LPL Financial (LPLA) stake by 6.2% in Q3 2019, buying an estimated $468K and bringing the position to 99,471 shares worth $8.15M. The position accounts for 0.43% of the portfolio, ranked #56.

Boston Advisors first reported a position in LPLA in Q4 2013 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

Boston Advisors held 99,471 shares of LPL Financial worth $8.15M as of Q3 2019.
Boston Advisors bought 5,846 LPL Financial shares in Q3 2019, an estimated $468K.
LPL Financial made up 0.43% of Boston Advisors's portfolio in Q3 2019, its #56 holding.
Boston Advisors first reported a position in LPL Financial in Q4 2013 and has held it in 8 quarters since.
312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.