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Frontier Wealth Management’s LPL Financial LPLA Stock Holding History

Frontier Wealth Management’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
2017
Q2 		– Sell
-5,835
Closed -$232K – 400
2017
Q1 		$232K Sell
5,835
-107
-2% -$4.21K 0.04% 341
2016
Q4 		$209K Buy
+5,942
New +$208K 0.03% 352

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Frontier Wealth Management's LPLA Position: Q2 2017 in Review

Frontier Wealth Management sold out of LPL Financial (LPLA) in Q2 2017, closing a stake of 5,835 shares — an estimated $232K sold.

Frontier Wealth Management first reported a position in LPLA in Q4 2016 and held it in 2 quarters. The position peaked at $232K in Q1 2017. 197 funds tracked by Wall St. Rank hold LPLA as of Q2 2017.

  • Frontier Wealth Management reported no remaining LPL Financial position as of Q2 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 5,835 LPL Financial shares in Q2 2017, an estimated $232K.
  • Frontier Wealth Management first reported a position in LPL Financial in Q4 2016 and held it in 2 quarters.
  • Frontier Wealth Management's LPL Financial position peaked at $232K in Q1 2017.
  • 197 funds tracked by Wall St. Rank held LPL Financial as of Q2 2017.

Based on Frontier Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.