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Ellington Management Group’s LPL Financial LPLA Stock Holding History

Ellington Management 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
2020
Q1 		– Sell
-5,100
Closed -$470K – 666
2019
Q4 		$470K Sell
5,100
-1,900
-27% -$163K 0.13% 182
2019
Q3 		$573K Buy
+7,000
New +$560K 0.13% 199
2019
Q2 		– Sell
-6,900
Closed -$481K – 699
2019
Q1 		$481K Sell
6,900
-1,900
-22% -$137K 0.1% 244
2018
Q4 		$538K Buy
8,800
+2,100
+31% +$128K 0.2% 149
2018
Q3 		$432K Buy
+6,700
New +$444K 0.12% 229
2018
Q2 		– Sell
-14,000
Closed -$855K – 689
2018
Q1 		$855K Buy
+14,000
New +$868K 0.13% 242
2017
Q2 		– Sell
-6,845
Closed -$273K – 788
2017
Q1 		$273K Buy
+6,845
New +$269K 0.07% 489

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return