Cypress Capital Management (Wyoming)’s LPL Financial LPLA Stock Holding History

Cypress Capital Management (Wyoming)’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
2019 Q3	–	Sell	-9,720	Closed	-$793K	–	232
2019 Q2	$793K	Sell	9,720 -800	-8%	-$63.3K	0.95%	36
2019 Q1	$733K	Sell	10,520 -215	-2%	-$15.5K	0.98%	33
2018 Q4	$656K	Sell	10,735 -605	-5%	-$36.9K	1.26%	22
2018 Q3	$732K	Buy	11,340 +435	+4%	+$28.8K	0.74%	40
2018 Q2	$715K	Buy	10,905 +725	+7%	+$47.6K	0.75%	38
2018 Q1	$622K	Buy	10,180 +215	+2%	+$13.3K	0.71%	35
2017 Q4	$569K	Buy	9,965 +635	+7%	+$33.4K	0.64%	38
2017 Q3	$481K	Buy	+9,330	New	+$429K	0.57%	42

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s LPLA Position: Q3 2019 in Review

Cypress Capital Management (Wyoming) sold out of LPL Financial (LPLA) in Q3 2019, closing a stake of 9,720 shares — an estimated $793K sold.

Cypress Capital Management (Wyoming) first reported a position in LPLA in Q3 2017 and held it in 8 quarters. The position peaked at $793K in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

Cypress Capital Management (Wyoming) reported no remaining LPL Financial position as of Q3 2019 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 9,720 LPL Financial shares in Q3 2019, an estimated $793K.
Cypress Capital Management (Wyoming) first reported a position in LPL Financial in Q3 2017 and held it in 8 quarters.
Cypress Capital Management (Wyoming)'s LPL Financial position peaked at $793K in Q2 2019.
312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q3 2019, filed 12 Nov 2019.