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Concert Wealth Management’s LPL Financial LPLA Stock Holding History

Concert Wealth Management’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
2015
Q4 		– Sell
-28,553
Closed -$282K – 722
2015
Q3 		$282K Buy
+28,553
New +$1.23M 0.04% 506

Other funds holding LPLA

FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 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 $7.14B AUM 21.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Concert Wealth Management's LPLA Position: Q4 2015 in Review

Concert Wealth Management sold out of LPL Financial (LPLA) in Q4 2015, closing a stake of 28,553 shares — an estimated $282K sold.

Concert Wealth Management first reported a position in LPLA in Q3 2015 and held it in 1 quarter. The position peaked at $282K in Q3 2015. 166 funds tracked by Wall St. Rank hold LPLA as of Q4 2015.

  • Concert Wealth Management reported no remaining LPL Financial position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 28,553 LPL Financial shares in Q4 2015, an estimated $282K.
  • Concert Wealth Management first reported a position in LPL Financial in Q3 2015 and held it in 1 quarter.
  • Concert Wealth Management's LPL Financial position peaked at $282K in Q3 2015.
  • 166 funds tracked by Wall St. Rank held LPL Financial as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.