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Crow Point Partners’s LPL Financial LPLA Stock Holding History

Crow Point 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
2018
Q4 		– Sell
-3,399
Closed -$219K – 143
2018
Q3 		$219K Buy
+3,399
New +$225K 0.04% 144

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Crow Point Partners's LPLA Position: Q4 2018 in Review

Crow Point Partners sold out of LPL Financial (LPLA) in Q4 2018, closing a stake of 3,399 shares — an estimated $219K sold.

Crow Point Partners first reported a position in LPLA in Q3 2018 and held it in 1 quarter. The position peaked at $219K in Q3 2018. 275 funds tracked by Wall St. Rank hold LPLA as of Q4 2018.

  • Crow Point Partners reported no remaining LPL Financial position as of Q4 2018 after selling out during the quarter.
  • Crow Point Partners sold 3,399 LPL Financial shares in Q4 2018, an estimated $219K.
  • Crow Point Partners first reported a position in LPL Financial in Q3 2018 and held it in 1 quarter.
  • Crow Point Partners's LPL Financial position peaked at $219K in Q3 2018.
  • 275 funds tracked by Wall St. Rank held LPL Financial as of Q4 2018.

Based on Crow Point Partners's 13F filing for Q4 2018, filed 14 Feb 2019.