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Clinton Group’s LPL Financial LPLA Stock Holding History

Clinton 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
2017
Q1 		– Sell
-21,106
Closed -$743K – 991
2016
Q4 		$743K Buy
21,106
+8,042
+62% +$281K 0.04% 463
2016
Q3 		$391K Buy
+13,064
New +$353K 0.02% 731
2016
Q2 		– Sell
-31,342
Closed -$777K – 979
2016
Q1 		$777K Buy
31,342
+18,261
+140% +$493K 0.05% 484
2015
Q4 		$558K Buy
+13,081
New +$557K 0.05% 489
2015
Q3 		– Sell
-8,648
Closed -$402K – 777
2015
Q2 		$402K Buy
8,648
+1,703
+25% +$73.7K 0.06% 411
2015
Q1 		$305K Buy
+6,945
New +$307K 0.08% 356
2014
Q4 		– Sell
-6,438
Closed -$296K – 528
2014
Q3 		$296K Buy
+6,438
New +$310K 0.12% 272
2014
Q2 		– Sell
-4,433
Closed -$233K – 380
2014
Q1 		$233K Buy
+4,433
New +$234K 0.09% 300

Other funds holding LPLA

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Clinton Group's LPLA Position: Q1 2017 in Review

Clinton Group sold out of LPL Financial (LPLA) in Q1 2017, closing a stake of 21,106 shares — an estimated $743K sold.

Clinton Group first reported a position in LPLA in Q1 2014 and held it in 8 quarters. The position peaked at $777K in Q1 2016. 193 funds tracked by Wall St. Rank hold LPLA as of Q1 2017.

  • Clinton Group reported no remaining LPL Financial position as of Q1 2017 after selling out during the quarter.
  • Clinton Group sold 21,106 LPL Financial shares in Q1 2017, an estimated $743K.
  • Clinton Group first reported a position in LPL Financial in Q1 2014 and held it in 8 quarters.
  • Clinton Group's LPL Financial position peaked at $777K in Q1 2016.
  • 193 funds tracked by Wall St. Rank held LPL Financial as of Q1 2017.

Based on Clinton Group's 13F filing for Q1 2017, filed 10 May 2017.