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ETF Managers Group’s LPL Financial LPLA Stock Holding History

ETF Managers 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
2019
Q4 		– Sell
-6,127
Closed -$498K – 538
2019
Q3 		$498K Sell
6,127
-11,119
-64% -$890K 0.02% 258
2019
Q2 		$1.38M Sell
17,246
-14,619
-46% -$1.16M 0.04% 162
2019
Q1 		$2.22M Sell
31,865
-2,820
-8% -$203K 0.11% 94
2018
Q4 		$2.12M Sell
34,685
-6,842
-16% -$417K 0.1% 114
2018
Q3 		$2.68M Sell
41,527
-13,799
-25% -$915K 0.1% 107
2018
Q2 		$2.28M Buy
55,326
+24,603
+80% +$1.62M 0.16% 80
2018
Q1 		$1.84M Buy
30,723
+6,268
+26% +$389K 0.11% 123
2017
Q4 		$1.4M Buy
+24,455
New +$1.29M 0.1% 117

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ETF Managers Group's LPLA Position: Q4 2019 in Review

ETF Managers Group sold out of LPL Financial (LPLA) in Q4 2019, closing a stake of 6,127 shares — an estimated $498K sold.

ETF Managers Group first reported a position in LPLA in Q4 2017 and held it in 8 quarters. The position peaked at $2.68M in Q3 2018. 341 funds tracked by Wall St. Rank hold LPLA as of Q4 2019.

  • ETF Managers Group reported no remaining LPL Financial position as of Q4 2019 after selling out during the quarter.
  • ETF Managers Group sold 6,127 LPL Financial shares in Q4 2019, an estimated $498K.
  • ETF Managers Group first reported a position in LPL Financial in Q4 2017 and held it in 8 quarters.
  • ETF Managers Group's LPL Financial position peaked at $2.68M in Q3 2018.
  • 341 funds tracked by Wall St. Rank held LPL Financial as of Q4 2019.

Based on ETF Managers Group's 13F filing for Q4 2019, filed 14 Feb 2020.