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Cornerstone Financial Partners’s LPL Financial LPLA Stock Holding History

Cornerstone Financial Partners’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
Q4 		$1.33M Hold
23,295
– – 0.44% 49
2017
Q3 		$1.2M Buy
+23,295
New +$1.07M 0.46% 49

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SA
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FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Cornerstone Financial Partners's LPLA Position: Q4 2017 in Review

Cornerstone Financial Partners held its LPL Financial (LPLA) position steady in Q4 2017 at 23,295 shares worth $1.33M. The position accounts for 0.44% of the portfolio, ranked #49.

Cornerstone Financial Partners first reported a position in LPLA in Q3 2017 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold LPLA as of Q4 2017.

  • Cornerstone Financial Partners held 23,295 shares of LPL Financial worth $1.33M as of Q4 2017.
  • Cornerstone Financial Partners left its LPL Financial share count unchanged in Q4 2017.
  • LPL Financial made up 0.44% of Cornerstone Financial Partners's portfolio in Q4 2017, its #49 holding.
  • Cornerstone Financial Partners first reported a position in LPL Financial in Q3 2017 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held LPL Financial as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.