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Dragoneer Investment Group’s LPL Financial LPLA Stock Holding History

Dragoneer Investment Group’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
2017
Q2 		– Sell
-566,096
Closed -$22.5M – 24
2017
Q1 		$22.5M Sell
566,096
-128,500
-18% -$5.05M 4.02% 12
2016
Q4 		$24.5M Sell
694,596
-1,095,716
-61% -$38.3M 5.78% 9
2016
Q3 		$53.5M Buy
1,790,312
+34,608
+2% +$936K 12.09% 2
2016
Q2 		$39.6M Buy
1,755,704
+194,841
+12% +$4.89M 10.02% 3
2016
Q1 		$38.7M Buy
1,560,863
+962,840
+161% +$26M 12.18% 3
2015
Q4 		$25.5M Hold
598,023
– – 8.1% 7
2015
Q3 		$23.8M Sell
598,023
-16,800
-3% -$723K 9.35% 3
2015
Q2 		$28.6M Buy
+614,823
New +$26.6M 9.74% 2

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Vanguard Group
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SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return