HFS
LPLA icon

HL Financial Services’s LPL Financial LPLA Stock Holding History

HL Financial Services’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
Q1 		– Sell
-7,560
Closed -$462K – 748
2018
Q4 		$462K Hold
7,560
– – 0.01% 512
2018
Q3 		$488K Buy
7,560
+280
+4% +$18.6K 0.01% 535
2018
Q2 		$477K Buy
7,280
+1,325
+22% +$87.1K 0.01% 497
2018
Q1 		$364K Buy
+5,955
New +$369K 0.01% 549

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HL Financial Services's LPLA Position: Q1 2019 in Review

HL Financial Services sold out of LPL Financial (LPLA) in Q1 2019, closing a stake of 7,560 shares — an estimated $462K sold.

HL Financial Services first reported a position in LPLA in Q1 2018 and held it in 4 quarters. The position peaked at $488K in Q3 2018. 320 funds tracked by Wall St. Rank hold LPLA as of Q1 2019.

  • HL Financial Services reported no remaining LPL Financial position as of Q1 2019 after selling out during the quarter.
  • HL Financial Services sold 7,560 LPL Financial shares in Q1 2019, an estimated $462K.
  • HL Financial Services first reported a position in LPL Financial in Q1 2018 and held it in 4 quarters.
  • HL Financial Services's LPL Financial position peaked at $488K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held LPL Financial as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.