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Hellman & Friedman’s LPL Financial LPLA Stock Holding History

Hellman & Friedman’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
2013
Q3 		– Sell
-12,622,129
Closed -$477M – 1
2013
Q2 		$477M Buy
+12,622,129
New +$451M 100% 1

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hellman & Friedman's LPLA Position: Q3 2013 in Review

Hellman & Friedman sold out of LPL Financial (LPLA) in Q3 2013, closing a stake of 12,622,129 shares — an estimated $477M sold.

Hellman & Friedman first reported a position in LPLA in Q2 2013 and held it in 1 quarter. The position peaked at $477M in Q2 2013. 149 funds tracked by Wall St. Rank hold LPLA as of Q3 2013.

  • Hellman & Friedman reported no remaining LPL Financial position as of Q3 2013 after selling out during the quarter.
  • Hellman & Friedman sold 12,622,129 LPL Financial shares in Q3 2013, an estimated $477M.
  • Hellman & Friedman first reported a position in LPL Financial in Q2 2013 and held it in 1 quarter.
  • Hellman & Friedman's LPL Financial position peaked at $477M in Q2 2013.
  • 149 funds tracked by Wall St. Rank held LPL Financial as of Q3 2013.

Based on Hellman & Friedman's 13F filing for Q3 2013.