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Index Management Solutions’s LPL Financial LPLA Stock Holding History

Index Management Solutions’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
2015
Q3 		$4K Buy
+93
New +$4K ﹤0.01% 643

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Index Management Solutions's LPLA Position: Q3 2015 in Review

Index Management Solutions opened a new position in LPL Financial (LPLA) in Q3 2015: 93 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

168 funds tracked by Wall St. Rank hold LPLA as of Q3 2015.

  • Index Management Solutions held 93 shares of LPL Financial worth $4K as of Q3 2015.
  • LPL Financial was a new Index Management Solutions position in Q3 2015.
  • LPL Financial made up ﹤0.01% of Index Management Solutions's portfolio in Q3 2015, its #643 holding.
  • 168 funds tracked by Wall St. Rank held LPL Financial as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.