Concert Wealth Management’s LG Display LPL Stock Holding History

Concert Wealth Management’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-13,578	Closed	-$156K	–	718
2016 Q1	$156K	Sell	13,578 -194	-1%	-$1.88K	0.02%	613
2015 Q4	$139K	Buy	+13,772	New	+$138K	0.02%	636
2015 Q3	–	Sell	-28,048	Closed	-$324K	–	720
2015 Q2	$324K	Buy	+28,048	New	+$378K	0.04%	465

Other funds holding LPL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Concert Wealth Management's LPL Position: Q2 2016 in Review

Concert Wealth Management sold out of LG Display (LPL) in Q2 2016, closing a stake of 13,578 shares — an estimated $156K sold.

Concert Wealth Management first reported a position in LPL in Q2 2015 and held it in 3 quarters. The position peaked at $324K in Q2 2015. 108 funds tracked by Wall St. Rank hold LPL as of Q2 2016.

Concert Wealth Management reported no remaining LG Display position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 13,578 LG Display shares in Q2 2016, an estimated $156K.
Concert Wealth Management first reported a position in LG Display in Q2 2015 and held it in 3 quarters.
Concert Wealth Management's LG Display position peaked at $324K in Q2 2015.
108 funds tracked by Wall St. Rank held LG Display as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.