First Allied Advisory Services’s LPL Financial LPLA Stock Holding History

First Allied Advisory Services’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	-3,489	Closed	-$321K	–	1163
2019 Q4	$321K	Buy	3,489 +130	+4%	+$11.2K	0.01%	906
2019 Q3	$272K	Buy	3,359 +4	+0.1%	+$320	0.01%	948
2019 Q2	$274K	Buy	+3,355	New	+$265K	0.01%	931

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Allied Advisory Services's LPLA Position: Q1 2020 in Review

First Allied Advisory Services sold out of LPL Financial (LPLA) in Q1 2020, closing a stake of 3,489 shares — an estimated $321K sold.

First Allied Advisory Services first reported a position in LPLA in Q2 2019 and held it in 3 quarters. The position peaked at $321K in Q4 2019. 298 funds tracked by Wall St. Rank hold LPLA as of Q1 2020.

First Allied Advisory Services reported no remaining LPL Financial position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 3,489 LPL Financial shares in Q1 2020, an estimated $321K.
First Allied Advisory Services first reported a position in LPL Financial in Q2 2019 and held it in 3 quarters.
First Allied Advisory Services's LPL Financial position peaked at $321K in Q4 2019.
298 funds tracked by Wall St. Rank held LPL Financial as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.