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Gargoyle Investment Advisor’s LPL Financial LPLA Stock Holding History

Gargoyle Investment Advisor’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
-4,966
Closed -$325K – 109
2018
Q2 		$325K Hold
4,966
– – 0.18% 109
2018
Q1 		$303K Sell
4,966
-4,000
-45% -$248K 0.12% 129
2017
Q4 		$512K Buy
+8,966
New +$472K 0.2% 112
2016
Q2 		– Sell
-43,499
Closed -$1.08M – 204
2016
Q1 		$1.08M Buy
+43,499
New +$1.17M 0.36% 106

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gargoyle Investment Advisor's LPLA Position: Q3 2018 in Review

Gargoyle Investment Advisor sold out of LPL Financial (LPLA) in Q3 2018, closing a stake of 4,966 shares — an estimated $325K sold.

Gargoyle Investment Advisor first reported a position in LPLA in Q1 2016 and held it in 4 quarters. The position peaked at $1.08M in Q1 2016. 291 funds tracked by Wall St. Rank hold LPLA as of Q3 2018.

  • Gargoyle Investment Advisor reported no remaining LPL Financial position as of Q3 2018 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 4,966 LPL Financial shares in Q3 2018, an estimated $325K.
  • Gargoyle Investment Advisor first reported a position in LPL Financial in Q1 2016 and held it in 4 quarters.
  • Gargoyle Investment Advisor's LPL Financial position peaked at $1.08M in Q1 2016.
  • 291 funds tracked by Wall St. Rank held LPL Financial as of Q3 2018.

Based on Gargoyle Investment Advisor's 13F filing for Q3 2018, filed 14 Nov 2018.