Commonwealth Bank of Australia’s LPL Financial LPLA Stock Holding History

Commonwealth Bank of Australia’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
2019 Q3	–	Sell	-11,500	Closed	-$938K	–	548
2019 Q2	$938K	Buy	11,500 +3,800	+49%	+$301K	0.01%	577
2019 Q1	$536K	Hold	7,700	–	–	0.01%	622
2018 Q4	$470K	Hold	7,700	–	–	0.01%	610
2018 Q3	$496K	Buy	+7,700	New	+$510K	﹤0.01%	666

Other funds holding LPLA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Commonwealth Bank of Australia's LPLA Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of LPL Financial (LPLA) in Q3 2019, closing a stake of 11,500 shares — an estimated $938K sold.

Commonwealth Bank of Australia first reported a position in LPLA in Q3 2018 and held it in 4 quarters. The position peaked at $938K in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

Commonwealth Bank of Australia reported no remaining LPL Financial position as of Q3 2019 after selling out during the quarter.
Commonwealth Bank of Australia sold 11,500 LPL Financial shares in Q3 2019, an estimated $938K.
Commonwealth Bank of Australia first reported a position in LPL Financial in Q3 2018 and held it in 4 quarters.
Commonwealth Bank of Australia's LPL Financial position peaked at $938K in Q2 2019.
312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.