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FNY Investment Advisers’s LPL Financial LPLA Stock Holding History

FNY Investment Advisers’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
2018
Q3 		– Sell
-49
Closed -$3K – 1127
2018
Q2 		$3K Buy
+49
New +$3.22K ﹤0.01% 719

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 $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FNY Investment Advisers's LPLA Position: Q3 2018 in Review

FNY Investment Advisers sold out of LPL Financial (LPLA) in Q3 2018, closing a stake of 49 shares — an estimated $3K sold.

FNY Investment Advisers first reported a position in LPLA in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 292 funds tracked by Wall St. Rank hold LPLA as of Q3 2018.

  • FNY Investment Advisers reported no remaining LPL Financial position as of Q3 2018 after selling out during the quarter.
  • FNY Investment Advisers sold 49 LPL Financial shares in Q3 2018, an estimated $3K.
  • FNY Investment Advisers first reported a position in LPL Financial in Q2 2018 and held it in 1 quarter.
  • FNY Investment Advisers's LPL Financial position peaked at $3K in Q2 2018.
  • 292 funds tracked by Wall St. Rank held LPL Financial as of Q3 2018.

Based on FNY Investment Advisers's 13F filing for Q3 2018, filed 29 Oct 2018.