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Capstone Asset Management’s LPL Financial LPLA Stock Holding History

Capstone 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
2013
Q4 		– Sell
-6,751
Closed -$259K – 1921
2013
Q3 		$259K Buy
6,751
+180
+3% +$6.88K 0.01% 1729
2013
Q2 		$248K Buy
+6,571
New +$235K 0.01% 1682

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Capstone Asset Management's LPLA Position: Q4 2013 in Review

Capstone Asset Management sold out of LPL Financial (LPLA) in Q4 2013, closing a stake of 6,751 shares — an estimated $259K sold.

Capstone Asset Management first reported a position in LPLA in Q2 2013 and held it in 2 quarters. The position peaked at $259K in Q3 2013. 181 funds tracked by Wall St. Rank hold LPLA as of Q4 2013.

  • Capstone Asset Management reported no remaining LPL Financial position as of Q4 2013 after selling out during the quarter.
  • Capstone Asset Management sold 6,751 LPL Financial shares in Q4 2013, an estimated $259K.
  • Capstone Asset Management first reported a position in LPL Financial in Q2 2013 and held it in 2 quarters.
  • Capstone Asset Management's LPL Financial position peaked at $259K in Q3 2013.
  • 181 funds tracked by Wall St. Rank held LPL Financial as of Q4 2013.

Based on Capstone Asset Management's 13F filing for Q4 2013, filed 4 Feb 2014.