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ClearBridge Investments’s
LPL Financial
LPLA
Stock Holding History
ClearBridge Investments’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
2018
Q2
–
Sell
-766
Closed
-$47K
–
1178
2018
Q1
$47K
Buy
766
+3
+0.4%
+$186
﹤0.01%
853
2017
Q4
$44K
Buy
763
+6
+0.8%
+$316
﹤0.01%
863
2017
Q3
$39K
Buy
757
+26
+4%
+$1.2K
﹤0.01%
892
2017
Q2
$31K
Buy
+731
New
+$29.7K
﹤0.01%
961
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FPA
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1-Year Est. Return
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1-Year Est. Return
SCA
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1-Year Est. Return
FCM
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$9.73B AUM
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1-Year Est. Return
SA
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$2.11B AUM
14.87%
1-Year Est. Return
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Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
FCIM
Fairview Capital Investment Management
Greenbrae, California
$1.84B AUM
13.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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