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Boston Provident’s LPL Financial LPLA Stock Holding History

Boston Provident’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
2014
Q1 		– Sell
-121,512
Closed -$5.72M – 43
2013
Q4 		$5.72M Sell
121,512
-40,448
-25% -$1.7M 2.65% 16
2013
Q3 		$6.21M Sell
161,960
-30,000
-16% -$1.15M 1.69% 15
2013
Q2 		$7.25M Buy
+191,960
New +$6.86M 2.85% 10

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Boston Provident's LPLA Position: Q1 2014 in Review

Boston Provident sold out of LPL Financial (LPLA) in Q1 2014, closing a stake of 121,512 shares — an estimated $5.72M sold.

Boston Provident first reported a position in LPLA in Q2 2013 and held it in 3 quarters. The position peaked at $7.25M in Q2 2013. 202 funds tracked by Wall St. Rank hold LPLA as of Q1 2014.

  • Boston Provident reported no remaining LPL Financial position as of Q1 2014 after selling out during the quarter.
  • Boston Provident sold 121,512 LPL Financial shares in Q1 2014, an estimated $5.72M.
  • Boston Provident first reported a position in LPL Financial in Q2 2013 and held it in 3 quarters.
  • Boston Provident's LPL Financial position peaked at $7.25M in Q2 2013.
  • 202 funds tracked by Wall St. Rank held LPL Financial as of Q1 2014.

Based on Boston Provident's 13F filing for Q1 2014, filed 15 May 2014.