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Carillon Tower Advisers’s LPL Financial LPLA Stock Holding History

Carillon Tower Advisers’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
2020
Q4 		$116M Buy
1,109,701
+800,147
+258% +$71.9M 0.7% 26
2020
Q3 		$23.7M Sell
309,554
-306,423
-50% -$24.3M 0.32% 103
2020
Q2 		$48.3M Buy
615,977
+144,111
+31% +$9.63M 0.37% 87
2020
Q1 		$24.5M Sell
471,866
-43,744
-8% -$3.53M 0.24% 143
2019
Q4 		$47.6M Hold
515,610
– – 0.32% 103
2019
Q3 		$42.2M Hold
515,610
– – 0.29% 120
2019
Q2 		$42.1M Buy
515,610
+143,935
+39% +$11.4M 0.29% 122
2019
Q1 		$25.9M Buy
+371,675
New +$26.8M 0.18% 205

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Wellington Management Group
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BlackRock
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SC
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCA
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return