Crosspoint Capital Strategies’s LPL Financial LPLA Stock Holding History

Crosspoint Capital Strategies’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	-13	Closed	-$1K	–	1113
2015 Q3	$1K	Sell	13 -551	-98%	-$23.7K	﹤0.01%	680
2015 Q2	$26K	Buy	+564	New	+$24.4K	0.01%	399
2015 Q1	–	Sell	-282	Closed	-$13K	–	647
2014 Q4	$13K	Buy	+282	New	+$12.1K	﹤0.01%	497
2014 Q2	–	Sell	-108,164	Closed	-$5.68M	–	583
2014 Q1	$5.68M	Buy	108,164 +898	+0.8%	+$47.4K	2.3%	10
2013 Q4	$5.85M	Buy	+107,266	New	+$4.5M	1.95%	23

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

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

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

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

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

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

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