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

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

ClearBridge Investments's LPLA Position: Q2 2018 in Review

ClearBridge Investments sold out of LPL Financial (LPLA) in Q2 2018, closing a stake of 766 shares — an estimated $47K sold.

ClearBridge Investments first reported a position in LPLA in Q2 2017 and held it in 4 quarters. The position peaked at $47K in Q1 2018. 293 funds tracked by Wall St. Rank hold LPLA as of Q2 2018.

ClearBridge Investments reported no remaining LPL Financial position as of Q2 2018 after selling out during the quarter.
ClearBridge Investments sold 766 LPL Financial shares in Q2 2018, an estimated $47K.
ClearBridge Investments first reported a position in LPL Financial in Q2 2017 and held it in 4 quarters.
ClearBridge Investments's LPL Financial position peaked at $47K in Q1 2018.
293 funds tracked by Wall St. Rank held LPL Financial as of Q2 2018.

Based on ClearBridge Investments's 13F filing for Q2 2018, filed 14 Aug 2018.