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Detwiler Fenton Investment Management’s LPL Financial LPLA Stock Holding History

Detwiler Fenton Investment 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
2014
Q2 		– Sell
-7,425
Closed -$390K – 112
2014
Q1 		$390K Buy
+7,425
New +$392K 0.34% 56

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Detwiler Fenton Investment Management's LPLA Position: Q2 2014 in Review

Detwiler Fenton Investment Management sold out of LPL Financial (LPLA) in Q2 2014, closing a stake of 7,425 shares — an estimated $390K sold.

Detwiler Fenton Investment Management first reported a position in LPLA in Q1 2014 and held it in 1 quarter. The position peaked at $390K in Q1 2014. 180 funds tracked by Wall St. Rank hold LPLA as of Q2 2014.

  • Detwiler Fenton Investment Management reported no remaining LPL Financial position as of Q2 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 7,425 LPL Financial shares in Q2 2014, an estimated $390K.
  • Detwiler Fenton Investment Management first reported a position in LPL Financial in Q1 2014 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's LPL Financial position peaked at $390K in Q1 2014.
  • 180 funds tracked by Wall St. Rank held LPL Financial as of Q2 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2014, filed 7 Aug 2014.