Cowen Inc’s LPL Financial LPLA Stock Holding History

Cowen Inc’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	–	Sell	-119,333	Closed	-$5.09M	–	313
2015 Q4	$5.09M	Buy	+119,333	New	+$5.08M	0.37%	62

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

Cowen Inc's LPLA Position: Q1 2016 in Review

Cowen Inc sold out of LPL Financial (LPLA) in Q1 2016, closing a stake of 119,333 shares — an estimated $5.09M sold.

Cowen Inc first reported a position in LPLA in Q4 2015 and held it in 1 quarter. The position peaked at $5.09M in Q4 2015. 153 funds tracked by Wall St. Rank hold LPLA as of Q1 2016.

Cowen Inc reported no remaining LPL Financial position as of Q1 2016 after selling out during the quarter.
Cowen Inc sold 119,333 LPL Financial shares in Q1 2016, an estimated $5.09M.
Cowen Inc first reported a position in LPL Financial in Q4 2015 and held it in 1 quarter.
Cowen Inc's LPL Financial position peaked at $5.09M in Q4 2015.
153 funds tracked by Wall St. Rank held LPL Financial as of Q1 2016.

Based on Cowen Inc's 13F filing for Q1 2016, filed 16 May 2016.