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Hoxton Financial’s LPL Financial LPLA Stock Holding History

Hoxton Financial’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
2014
Q1 		– Sell
-465
Closed -$22K – 500
2013
Q4 		$22K Buy
465
+125
+37% +$5.25K 0.01% 331
2013
Q3 		$13K Sell
340
-2
-0.6% -$76 0.01% 243
2013
Q2 		$13K Buy
+342
New +$12.2K 0.01% 352

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Hoxton Financial's LPLA Position: Q1 2014 in Review

Hoxton Financial sold out of LPL Financial (LPLA) in Q1 2014, closing a stake of 465 shares — an estimated $22K sold.

Hoxton Financial first reported a position in LPLA in Q2 2013 and held it in 3 quarters. The position peaked at $22K in Q4 2013. 202 funds tracked by Wall St. Rank hold LPLA as of Q1 2014.

  • Hoxton Financial reported no remaining LPL Financial position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 465 LPL Financial shares in Q1 2014, an estimated $22K.
  • Hoxton Financial first reported a position in LPL Financial in Q2 2013 and held it in 3 quarters.
  • Hoxton Financial's LPL Financial position peaked at $22K in Q4 2013.
  • 202 funds tracked by Wall St. Rank held LPL Financial as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.