DCP
LPLA icon

DSM Capital Partners’s LPL Financial LPLA Stock Holding History

DSM Capital Partners’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
Q4 		– Sell
-16,820
Closed -$775K – 58
2014
Q3 		$775K Sell
16,820
-270
-2% -$13K 0.02% 69
2014
Q2 		$850K Sell
17,090
-150
-0.9% -$7.28K 0.02% 66
2014
Q1 		$906K Sell
17,240
-21,260
-55% -$1.12M 0.02% 66
2013
Q4 		$1.81M Buy
38,500
+45
+0.1% +$1.89K 0.04% 37
2013
Q3 		$1.47M Buy
38,455
+13,965
+57% +$534K 0.03% 41
2013
Q2 		$925K Buy
+24,490
New +$876K 0.02% 57

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DSM Capital Partners's LPLA Position: Q4 2014 in Review

DSM Capital Partners sold out of LPL Financial (LPLA) in Q4 2014, closing a stake of 16,820 shares — an estimated $775K sold.

DSM Capital Partners first reported a position in LPLA in Q2 2013 and held it in 6 quarters. The position peaked at $1.81M in Q4 2013. 162 funds tracked by Wall St. Rank hold LPLA as of Q4 2014.

  • DSM Capital Partners reported no remaining LPL Financial position as of Q4 2014 after selling out during the quarter.
  • DSM Capital Partners sold 16,820 LPL Financial shares in Q4 2014, an estimated $775K.
  • DSM Capital Partners first reported a position in LPL Financial in Q2 2013 and held it in 6 quarters.
  • DSM Capital Partners's LPL Financial position peaked at $1.81M in Q4 2013.
  • 162 funds tracked by Wall St. Rank held LPL Financial as of Q4 2014.

Based on DSM Capital Partners's 13F filing for Q4 2014, filed 12 Feb 2015.