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GAM Systematic’s LPL Financial LPLA Stock Holding History

GAM Systematic’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
Q3 		$718K Sell
13,932
-6,986
-33% -$321K 0.1% 352
2017
Q2 		$888K Buy
20,918
+20,099
+2,454% +$816K 0.13% 306
2017
Q1 		$33K Buy
+819
New +$32.2K 0.01% 571

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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

GAM Systematic's LPLA Position: Q3 2017 in Review

GAM Systematic reduced its LPL Financial (LPLA) stake by 33% in Q3 2017, selling an estimated $321K and leaving 13,932 shares worth $718K. The position accounts for 0.1% of the portfolio, ranked #352.

GAM Systematic first reported a position in LPLA in Q1 2017 and has held it in 3 quarters since. The position peaked at $888K in Q2 2017. 223 funds tracked by Wall St. Rank hold LPLA as of Q3 2017.

  • GAM Systematic held 13,932 shares of LPL Financial worth $718K as of Q3 2017.
  • GAM Systematic sold 6,986 LPL Financial shares in Q3 2017, an estimated $321K.
  • LPL Financial made up 0.1% of GAM Systematic's portfolio in Q3 2017, its #352 holding.
  • GAM Systematic first reported a position in LPL Financial in Q1 2017 and has held it in 3 quarters since.
  • GAM Systematic's LPL Financial position peaked at $888K in Q2 2017.
  • 223 funds tracked by Wall St. Rank held LPL Financial as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.