DIA
LPLA icon

Denver Investment Advisors’s LPL Financial LPLA Stock Holding History

Denver Investment Advisors’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
Q3 		– Sell
-23,366
Closed -$1.09M – 550
2015
Q2 		$1.09M Sell
23,366
-63,164
-73% -$2.73M 0.04% 279
2015
Q1 		$3.79M Buy
86,530
+3,300
+4% +$146K 0.12% 186
2014
Q4 		$3.71M Buy
83,230
+300
+0.4% +$12.9K 0.12% 185
2014
Q3 		$3.82M Sell
82,930
-2,956
-3% -$142K 0.13% 187
2014
Q2 		$4.27M Sell
85,886
-39,473
-31% -$1.91M 0.13% 182
2014
Q1 		$6.59M Sell
125,359
-921
-0.7% -$48.6K 0.19% 154
2013
Q4 		$5.94K Buy
+126,280
New +$5.3M 0.17% 174

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return