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Delpha Capital Management’s LPL Financial LPLA Stock Holding History

Delpha Capital Management’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
Q1 		– Sell
-806
Closed -$46K – 734
2017
Q4 		$46K Buy
+806
New +$42.4K 0.05% 346

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SA
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BlackRock
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FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Delpha Capital Management's LPLA Position: Q1 2018 in Review

Delpha Capital Management sold out of LPL Financial (LPLA) in Q1 2018, closing a stake of 806 shares — an estimated $46K sold.

Delpha Capital Management first reported a position in LPLA in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 290 funds tracked by Wall St. Rank hold LPLA as of Q1 2018.

  • Delpha Capital Management reported no remaining LPL Financial position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 806 LPL Financial shares in Q1 2018, an estimated $46K.
  • Delpha Capital Management first reported a position in LPL Financial in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's LPL Financial position peaked at $46K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held LPL Financial as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.