Ibex Investors’s LPL Financial LPLA Stock Holding History

Ibex Investors’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	-2,848	Closed	-$232	–	82
2019 Q2	$232	Buy	+2,848	New	+$225K	0.02%	59

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

Ibex Investors's LPLA Position: Q3 2019 in Review

Ibex Investors sold out of LPL Financial (LPLA) in Q3 2019, closing a stake of 2,848 shares — an estimated $232 sold.

Ibex Investors first reported a position in LPLA in Q2 2019 and held it in 1 quarter. The position peaked at $232 in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

Ibex Investors reported no remaining LPL Financial position as of Q3 2019 after selling out during the quarter.
Ibex Investors sold 2,848 LPL Financial shares in Q3 2019, an estimated $232.
Ibex Investors first reported a position in LPL Financial in Q2 2019 and held it in 1 quarter.
Ibex Investors's LPL Financial position peaked at $232 in Q2 2019.
312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Ibex Investors's 13F filing for Q3 2019, filed 1 Nov 2019.