CA
LPLA icon

Commerzbank Aktiengesellschaft’s LPL Financial LPLA Stock Holding History

Commerzbank Aktiengesellschaft’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
2014
Q1 		– Sell
-4,826
Closed -$258K – 1310
2013
Q4 		$258K Buy
+4,826
New +$203K ﹤0.01% 1280
2013
Q3 		– Sell
-9,080
Closed -$343K – 1359
2013
Q2 		$343K Buy
+9,080
New +$325K ﹤0.01% 1197

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Commerzbank Aktiengesellschaft's LPLA Position: Q1 2014 in Review

Commerzbank Aktiengesellschaft sold out of LPL Financial (LPLA) in Q1 2014, closing a stake of 4,826 shares — an estimated $258K sold.

Commerzbank Aktiengesellschaft first reported a position in LPLA in Q2 2013 and held it in 2 quarters. The position peaked at $343K in Q2 2013. 202 funds tracked by Wall St. Rank hold LPLA as of Q1 2014.

  • Commerzbank Aktiengesellschaft reported no remaining LPL Financial position as of Q1 2014 after selling out during the quarter.
  • Commerzbank Aktiengesellschaft sold 4,826 LPL Financial shares in Q1 2014, an estimated $258K.
  • Commerzbank Aktiengesellschaft first reported a position in LPL Financial in Q2 2013 and held it in 2 quarters.
  • Commerzbank Aktiengesellschaft's LPL Financial position peaked at $343K in Q2 2013.
  • 202 funds tracked by Wall St. Rank held LPL Financial as of Q1 2014.

Based on Commerzbank Aktiengesellschaft's 13F filing for Q1 2014, filed 14 May 2014.