Cambria Investment Management’s LPL Financial LPLA Stock Holding History

Cambria 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	-19,434	Closed	-$684K	–	179
2016 Q4	$684K	Sell	19,434 -239	-1%	-$8.35K	0.28%	136
2016 Q3	$588K	Sell	19,673 -1,673	-8%	-$45.3K	0.27%	143
2016 Q2	$481K	Sell	21,346 -11,355	-35%	-$285K	0.22%	148
2016 Q1	$811K	Sell	32,701 -3,331	-9%	-$89.9K	0.38%	118
2015 Q4	$1.54M	Sell	36,032 -2,567	-7%	-$109K	0.62%	75
2015 Q3	$1.53M	Sell	38,599 -9,686	-20%	-$417K	0.59%	85
2015 Q2	$2.25M	Buy	48,285 +522	+1%	+$22.6K	0.69%	66
2015 Q1	$2.1M	Buy	47,763 +2,379	+5%	+$105K	0.24%	88
2014 Q4	$2.02M	Buy	+45,384	New	+$1.95M	0.72%	73

Other funds holding LPLA

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

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

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 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 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

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

Cambria Investment Management sold out of LPL Financial (LPLA) in Q1 2017, closing a stake of 19,434 shares — an estimated $684K sold.

Cambria Investment Management first reported a position in LPLA in Q4 2014 and held it in 9 quarters. The position peaked at $2.25M in Q2 2015. 193 funds tracked by Wall St. Rank hold LPLA as of Q1 2017.

Cambria Investment Management reported no remaining LPL Financial position as of Q1 2017 after selling out during the quarter.
Cambria Investment Management sold 19,434 LPL Financial shares in Q1 2017, an estimated $684K.
Cambria Investment Management first reported a position in LPL Financial in Q4 2014 and held it in 9 quarters.
Cambria Investment Management's LPL Financial position peaked at $2.25M in Q2 2015.
193 funds tracked by Wall St. Rank held LPL Financial as of Q1 2017.

Based on Cambria Investment Management's 13F filing for Q1 2017, filed 15 May 2017.