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Emerald Acquisition’s LPL Financial LPLA Stock Holding History

Emerald Acquisition’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
Q3 		$27K Buy
893
+41
+5% +$1.11K ﹤0.01% 2931
2016
Q2 		$19K Buy
+852
New +$21.4K ﹤0.01% 2972

Other funds holding LPLA

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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Emerald Acquisition's LPLA Position: Q3 2016 in Review

Emerald Acquisition increased its LPL Financial (LPLA) stake by 4.8% in Q3 2016, buying an estimated $1.11K and bringing the position to 893 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Emerald Acquisition first reported a position in LPLA in Q2 2016 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold LPLA as of Q3 2016.

  • Emerald Acquisition held 893 shares of LPL Financial worth $27K as of Q3 2016.
  • Emerald Acquisition bought 41 LPL Financial shares in Q3 2016, an estimated $1.11K.
  • LPL Financial made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #2931 holding.
  • Emerald Acquisition first reported a position in LPL Financial in Q2 2016 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held LPL Financial as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.