Bridgeworth’s LPL Financial LPLA Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-239	Closed	-$15K	–	363
2018 Q2	$15K	Buy	+239	New	+$15.7K	0.01%	397

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

SCA

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

FCIM

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

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

Bridgeworth's LPLA Position: Q3 2018 in Review

Bridgeworth sold out of LPL Financial (LPLA) in Q3 2018, closing a stake of 239 shares — an estimated $15K sold.

Bridgeworth first reported a position in LPLA in Q2 2018 and held it in 1 quarter. The position peaked at $15K in Q2 2018. 292 funds tracked by Wall St. Rank hold LPLA as of Q3 2018.

Bridgeworth reported no remaining LPL Financial position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 239 LPL Financial shares in Q3 2018, an estimated $15K.
Bridgeworth first reported a position in LPL Financial in Q2 2018 and held it in 1 quarter.
Bridgeworth's LPL Financial position peaked at $15K in Q2 2018.
292 funds tracked by Wall St. Rank held LPL Financial as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.