Gideon Capital Advisors’s LPL Financial LPLA Stock Holding History

Gideon Capital Advisors’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
2019 Q3	–	Sell	-9,905	Closed	-$808K	–	353
2019 Q2	$808K	Buy	+9,905	New	+$784K	0.28%	135
2019 Q1	–	Sell	-5,520	Closed	-$337K	–	457
2018 Q4	$337K	Buy	+5,520	New	+$336K	0.14%	237
2018 Q3	–	Sell	-5,427	Closed	-$356K	–	426
2018 Q2	$356K	Buy	+5,427	New	+$357K	0.18%	217
2017 Q4	–	Sell	-6,825	Closed	-$352K	–	355
2017 Q3	$352K	Buy	+6,825	New	+$314K	0.35%	98
2017 Q2	–	Sell	-12,896	Closed	-$514K	–	348
2017 Q1	$514K	Buy	12,896 +997	+8%	+$39.2K	0.31%	99
2016 Q4	$419K	Buy	+11,899	New	+$416K	0.27%	128
2014 Q4	–	Sell	-10,753	Closed	-$495K	–	257
2014 Q3	$495K	Buy	+10,753	New	+$518K	0.19%	150

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCIM

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

Gideon Capital Advisors's LPLA Position: Q3 2019 in Review

Gideon Capital Advisors sold out of LPL Financial (LPLA) in Q3 2019, closing a stake of 9,905 shares — an estimated $808K sold.

Gideon Capital Advisors first reported a position in LPLA in Q3 2014 and held it in 7 quarters. The position peaked at $808K in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

Gideon Capital Advisors reported no remaining LPL Financial position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 9,905 LPL Financial shares in Q3 2019, an estimated $808K.
Gideon Capital Advisors first reported a position in LPL Financial in Q3 2014 and held it in 7 quarters.
Gideon Capital Advisors's LPL Financial position peaked at $808K in Q2 2019.
312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.