Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s LPL Financial LPLA Stock Holding History

Fuller & Thaler Asset 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
2018
Q1 		– Sell
-1,000
Closed -$57K – 801
2017
Q4 		$57K Hold
1,000
– – ﹤0.01% 615
2017
Q3 		$52K Buy
+1,000
New +$46K ﹤0.01% 591
2014
Q3 		– Sell
-3,600
Closed -$179K – 692
2014
Q2 		$179K Hold
3,600
– – 0.01% 459
2014
Q1 		$189K Buy
+3,600
New +$190K 0.01% 455

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SA
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BlackRock
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FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Fuller & Thaler Asset Management's LPLA Position: Q1 2018 in Review

Fuller & Thaler Asset Management sold out of LPL Financial (LPLA) in Q1 2018, closing a stake of 1,000 shares — an estimated $57K sold.

Fuller & Thaler Asset Management first reported a position in LPLA in Q1 2014 and held it in 4 quarters. The position peaked at $189K in Q1 2014. 290 funds tracked by Wall St. Rank hold LPLA as of Q1 2018.

  • Fuller & Thaler Asset Management reported no remaining LPL Financial position as of Q1 2018 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 1,000 LPL Financial shares in Q1 2018, an estimated $57K.
  • Fuller & Thaler Asset Management first reported a position in LPL Financial in Q1 2014 and held it in 4 quarters.
  • Fuller & Thaler Asset Management's LPL Financial position peaked at $189K in Q1 2014.
  • 290 funds tracked by Wall St. Rank held LPL Financial as of Q1 2018.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2018, filed 14 May 2018.