Insight Capital Research & Management’s LPL Financial LPLA Stock Holding History

Insight Capital Research & Management’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
2017 Q3	$1.36M	Buy	+26,457	New	+$1.22M	0.77%	55

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Insight Capital Research & Management's LPLA Position: Q3 2017 in Review

Insight Capital Research & Management opened a new position in LPL Financial (LPLA) in Q3 2017: 26,457 shares worth $1.36M. The stake represents 0.77% of the portfolio and ranks #55 among its holdings.

223 funds tracked by Wall St. Rank hold LPLA as of Q3 2017.

Insight Capital Research & Management held 26,457 shares of LPL Financial worth $1.36M as of Q3 2017.
LPL Financial was a new Insight Capital Research & Management position in Q3 2017.
LPL Financial made up 0.77% of Insight Capital Research & Management's portfolio in Q3 2017, its #55 holding.
223 funds tracked by Wall St. Rank held LPL Financial as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.