EA
LPLA icon

Efficient Advisors’s LPL Financial LPLA Stock Holding History

Efficient 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
2016
Q4 		– Sell
-165,854
Closed -$4.96M – 68
2016
Q3 		$4.96M Buy
+165,854
New +$4.49M 0.73% 26

Other funds holding LPLA

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Efficient Advisors's LPLA Position: Q4 2016 in Review

Efficient Advisors sold out of LPL Financial (LPLA) in Q4 2016, closing a stake of 165,854 shares — an estimated $4.96M sold.

Efficient Advisors first reported a position in LPLA in Q3 2016 and held it in 1 quarter. The position peaked at $4.96M in Q3 2016. 188 funds tracked by Wall St. Rank hold LPLA as of Q4 2016.

  • Efficient Advisors reported no remaining LPL Financial position as of Q4 2016 after selling out during the quarter.
  • Efficient Advisors sold 165,854 LPL Financial shares in Q4 2016, an estimated $4.96M.
  • Efficient Advisors first reported a position in LPL Financial in Q3 2016 and held it in 1 quarter.
  • Efficient Advisors's LPL Financial position peaked at $4.96M in Q3 2016.
  • 188 funds tracked by Wall St. Rank held LPL Financial as of Q4 2016.

Based on Efficient Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.