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Gryphon Financial Partners’s LPL Financial LPLA Stock Holding History

Gryphon Financial Partners’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
-57
Closed -$4K – 554
2018
Q2 		$4K Buy
57
+1
+2% +$66 ﹤0.01% 713
2018
Q1 		$3K Sell
56
-29
-34% -$1.8K ﹤0.01% 791
2017
Q4 		$5K Buy
+85
New +$4.47K ﹤0.01% 749

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
BlackRock
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gryphon Financial Partners's LPLA Position: Q3 2018 in Review

Gryphon Financial Partners sold out of LPL Financial (LPLA) in Q3 2018, closing a stake of 57 shares — an estimated $4K sold.

Gryphon Financial Partners first reported a position in LPLA in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 292 funds tracked by Wall St. Rank hold LPLA as of Q3 2018.

  • Gryphon Financial Partners reported no remaining LPL Financial position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 57 LPL Financial shares in Q3 2018, an estimated $4K.
  • Gryphon Financial Partners first reported a position in LPL Financial in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's LPL Financial position peaked at $5K in Q4 2017.
  • 292 funds tracked by Wall St. Rank held LPL Financial as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.