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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

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 $999B AUM 46.22% 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 $8.09B AUM 21.95% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Crosspoint Capital Strategies's LPLA Position: Q4 2015 in Review

Crosspoint Capital Strategies sold out of LPL Financial (LPLA) in Q4 2015, closing a stake of 13 shares — an estimated $1K sold.

Crosspoint Capital Strategies first reported a position in LPLA in Q4 2013 and held it in 5 quarters. The position peaked at $5.85M in Q4 2013. 166 funds tracked by Wall St. Rank hold LPLA as of Q4 2015.

  • Crosspoint Capital Strategies reported no remaining LPL Financial position as of Q4 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 13 LPL Financial shares in Q4 2015, an estimated $1K.
  • Crosspoint Capital Strategies first reported a position in LPL Financial in Q4 2013 and held it in 5 quarters.
  • Crosspoint Capital Strategies's LPL Financial position peaked at $5.85M in Q4 2013.
  • 166 funds tracked by Wall St. Rank held LPL Financial as of Q4 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2015, filed 16 Feb 2016.