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CKW Financial Group’s LPL Financial LPLA Stock Holding History

CKW Financial Group’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
2015
Q3 		– Sell
-591
Closed -$27K – 233
2015
Q2 		$27K Hold
591
– – 0.01% 172
2015
Q1 		$26K Buy
591
+217
+58% +$9.59K 0.01% 173
2014
Q4 		$17K Sell
374
-282
-43% -$12.1K 0.01% 225
2014
Q3 		$30K Buy
656
+149
+29% +$7.18K 0.01% 152
2014
Q2 		$25K Buy
507
+133
+36% +$6.45K 0.01% 179
2014
Q1 		$20K Sell
374
-157
-30% -$8.29K 0.01% 226
2013
Q4 		$25K Buy
+531
New +$22.3K 0.01% 183

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return