FNY Managed Accounts’s LPL Financial LPLA Stock Holding History

FNY Managed Accounts’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 Q1	$1K	Sell	20 -148	-88%	-$9.17K	﹤0.01%	522
2017 Q4	$9K	Sell	168 -504	-75%	-$26.5K	0.01%	228
2017 Q3	$34K	Buy	+672	New	+$30.9K	0.04%	232

Other funds holding LPLA

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

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

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FNY Managed Accounts's LPLA Position: Q1 2018 in Review

FNY Managed Accounts reduced its LPL Financial (LPLA) stake by 88% in Q1 2018, selling an estimated $9.17K and leaving 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

FNY Managed Accounts first reported a position in LPLA in Q3 2017 and has held it in 3 quarters since. The position peaked at $34K in Q3 2017. 290 funds tracked by Wall St. Rank hold LPLA as of Q1 2018.

FNY Managed Accounts held 20 shares of LPL Financial worth $1K as of Q1 2018.
FNY Managed Accounts sold 148 LPL Financial shares in Q1 2018, an estimated $9.17K.
LPL Financial made up ﹤0.01% of FNY Managed Accounts's portfolio in Q1 2018, its #522 holding.
FNY Managed Accounts first reported a position in LPL Financial in Q3 2017 and has held it in 3 quarters since.
FNY Managed Accounts's LPL Financial position peaked at $34K in Q3 2017.
290 funds tracked by Wall St. Rank held LPL Financial as of Q1 2018.

Based on FNY Managed Accounts's 13F filing for Q1 2018, filed 18 Apr 2018.