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	$2.1K	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

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

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return