Coronation Asset Management’s LPL Financial LPLA Stock Holding History

Coronation Asset 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
2016 Q1	$7.74M	Buy	312,133 +74,811	+32%	+$2.02M	0.32%	48
2015 Q4	$10.1M	Sell	237,322 -104,788	-31%	-$4.46M	0.47%	41
2015 Q3	$13.6M	Sell	342,110 -33,635	-9%	-$1.45M	0.73%	35
2015 Q2	$17.5M	Buy	+375,745	New	+$16.3M	0.77%	32

Other funds holding LPLA

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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 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

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

FCIM

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

FPA

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

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Coronation Asset Management's LPLA Position: Q1 2016 in Review

Coronation Asset Management increased its LPL Financial (LPLA) stake by 32% in Q1 2016, buying an estimated $2.02M and bringing the position to 312,133 shares worth $7.74M. The position accounts for 0.32% of the portfolio, ranked #48.

Coronation Asset Management first reported a position in LPLA in Q2 2015 and has held it in 4 quarters since. The position peaked at $17.5M in Q2 2015. 153 funds tracked by Wall St. Rank hold LPLA as of Q1 2016.

Coronation Asset Management held 312,133 shares of LPL Financial worth $7.74M as of Q1 2016.
Coronation Asset Management bought 74,811 LPL Financial shares in Q1 2016, an estimated $2.02M.
LPL Financial made up 0.32% of Coronation Asset Management's portfolio in Q1 2016, its #48 holding.
Coronation Asset Management first reported a position in LPL Financial in Q2 2015 and has held it in 4 quarters since.
Coronation Asset Management's LPL Financial position peaked at $17.5M in Q2 2015.
153 funds tracked by Wall St. Rank held LPL Financial as of Q1 2016.

Based on Coronation Asset Management's 13F filing for Q1 2016, filed 9 May 2016.