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Financial Counselors Inc’s LPL Financial LPLA Stock Holding History

Financial Counselors Inc’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
-2,500
Closed -$231K – 519
2019
Q4 		$231K Buy
+2,500
New +$215K 0.01% 484

Other funds holding LPLA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B 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

Financial Counselors Inc's LPLA Position: Q1 2020 in Review

Financial Counselors Inc sold out of LPL Financial (LPLA) in Q1 2020, closing a stake of 2,500 shares — an estimated $231K sold.

Financial Counselors Inc first reported a position in LPLA in Q4 2019 and held it in 1 quarter. The position peaked at $231K in Q4 2019. 298 funds tracked by Wall St. Rank hold LPLA as of Q1 2020.

  • Financial Counselors Inc reported no remaining LPL Financial position as of Q1 2020 after selling out during the quarter.
  • Financial Counselors Inc sold 2,500 LPL Financial shares in Q1 2020, an estimated $231K.
  • Financial Counselors Inc first reported a position in LPL Financial in Q4 2019 and held it in 1 quarter.
  • Financial Counselors Inc's LPL Financial position peaked at $231K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held LPL Financial as of Q1 2020.

Based on Financial Counselors Inc's 13F filing for Q1 2020, filed 23 Apr 2020.