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First Personal Financial Services’s LPL Financial LPLA Stock Holding History

First Personal Financial 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
2015
Q4 		– Sell
-22
Closed -$1K – 450
2015
Q3 		$1K Hold
22
– – ﹤0.01% 439
2015
Q2 		$2K Hold
22
– – ﹤0.01% 398
2015
Q1 		$1K Hold
22
– – ﹤0.01% 520
2014
Q4 		$0 Buy
+22
New +$946 ﹤0.01% 500

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 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 $8.09B AUM 21.95% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

First Personal Financial Services's LPLA Position: Q4 2015 in Review

First Personal Financial Services sold out of LPL Financial (LPLA) in Q4 2015, closing a stake of 22 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in LPLA in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 166 funds tracked by Wall St. Rank hold LPLA as of Q4 2015.

  • First Personal Financial Services reported no remaining LPL Financial position as of Q4 2015 after selling out during the quarter.
  • First Personal Financial Services sold 22 LPL Financial shares in Q4 2015, an estimated $1K.
  • First Personal Financial Services first reported a position in LPL Financial in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's LPL Financial position peaked at $2K in Q2 2015.
  • 166 funds tracked by Wall St. Rank held LPL Financial as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.