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Calvert Investment Management’s LPL Financial LPLA Stock Holding History

Calvert 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
2017
Q1 		– Sell
-5,765
Closed -$203K – 347
2016
Q4 		$203K Buy
+5,765
New +$201K 0.01% 783
2016
Q1 		– Sell
-4,733
Closed -$202K – 731
2015
Q4 		$202K Buy
+4,733
New +$202K 0.01% 670

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 $8.09B AUM 21.95% 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 $1.9B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Calvert Investment Management's LPLA Position: Q1 2017 in Review

Calvert Investment Management sold out of LPL Financial (LPLA) in Q1 2017, closing a stake of 5,765 shares — an estimated $203K sold.

Calvert Investment Management first reported a position in LPLA in Q4 2015 and held it in 2 quarters. The position peaked at $203K in Q4 2016. 193 funds tracked by Wall St. Rank hold LPLA as of Q1 2017.

  • Calvert Investment Management reported no remaining LPL Financial position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 5,765 LPL Financial shares in Q1 2017, an estimated $203K.
  • Calvert Investment Management first reported a position in LPL Financial in Q4 2015 and held it in 2 quarters.
  • Calvert Investment Management's LPL Financial position peaked at $203K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held LPL Financial as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.