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Cacti Asset Management’s LPL Financial LPLA Stock Holding History

Cacti Asset 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
2017
Q1 		– Sell
-10,000
Closed -$352K – 96
2016
Q4 		$352K Hold
10,000
– – 0.03% 61
2016
Q3 		$299K Hold
10,000
– – 0.03% 67
2016
Q2 		$225K Hold
10,000
– – 0.02% 73
2016
Q1 		$248K Buy
+10,000
New +$270K 0.03% 70

Other funds holding LPLA

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Cacti Asset Management's LPLA Position: Q1 2017 in Review

Cacti Asset Management sold out of LPL Financial (LPLA) in Q1 2017, closing a stake of 10,000 shares — an estimated $352K sold.

Cacti Asset Management first reported a position in LPLA in Q1 2016 and held it in 4 quarters. The position peaked at $352K in Q4 2016. 193 funds tracked by Wall St. Rank hold LPLA as of Q1 2017.

  • Cacti Asset Management reported no remaining LPL Financial position as of Q1 2017 after selling out during the quarter.
  • Cacti Asset Management sold 10,000 LPL Financial shares in Q1 2017, an estimated $352K.
  • Cacti Asset Management first reported a position in LPL Financial in Q1 2016 and held it in 4 quarters.
  • Cacti Asset Management's LPL Financial position peaked at $352K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held LPL Financial as of Q1 2017.

Based on Cacti Asset Management's 13F filing for Q1 2017, filed 3 Apr 2017.