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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 		$2.28K 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, United Kingdom $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 $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 $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return