CEP
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Chicago Equity Partners’s LPL Financial LPLA Stock Holding History

Chicago Equity Partners’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
2019
Q1 		– Sell
-3,325
Closed -$203K – 892
2018
Q4 		$203K Sell
3,325
-58,370
-95% -$3.56M 0.01% 781
2018
Q3 		$3.98M Sell
61,695
-57,690
-48% -$3.82M 0.12% 239
2018
Q2 		$7.82M Buy
+119,385
New +$7.85M 0.24% 118
2017
Q4 		– Sell
-74,030
Closed -$3.82M – 794
2017
Q3 		$3.82M Buy
74,030
+60,210
+436% +$2.77M 0.12% 235
2017
Q2 		$587K Buy
13,820
+4,320
+45% +$175K 0.02% 603
2017
Q1 		$378K Buy
+9,500
New +$373K 0.01% 635
2016
Q3 		– Sell
-8,990
Closed -$203K – 757
2016
Q2 		$203K Buy
+8,990
New +$226K 0.01% 601

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