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Invictus RG (Singapore)’s LPL Financial LPLA Stock Holding History

Invictus RG (Singapore)’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
Q4 		– Sell
-180
Closed -$8K – 672
2014
Q3 		$8K Sell
180
-1,254
-87% -$60.4K 0.01% 576
2014
Q2 		$71K Buy
+1,434
New +$69.5K 0.07% 354
2013
Q4 		– Sell
-9,361
Closed -$359K – 646
2013
Q3 		$359K Buy
+9,361
New +$358K 0.31% 116

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Invictus RG (Singapore)'s LPLA Position: Q4 2014 in Review

Invictus RG (Singapore) sold out of LPL Financial (LPLA) in Q4 2014, closing a stake of 180 shares — an estimated $8K sold.

Invictus RG (Singapore) first reported a position in LPLA in Q3 2013 and held it in 3 quarters. The position peaked at $359K in Q3 2013. 162 funds tracked by Wall St. Rank hold LPLA as of Q4 2014.

  • Invictus RG (Singapore) reported no remaining LPL Financial position as of Q4 2014 after selling out during the quarter.
  • Invictus RG (Singapore) sold 180 LPL Financial shares in Q4 2014, an estimated $8K.
  • Invictus RG (Singapore) first reported a position in LPL Financial in Q3 2013 and held it in 3 quarters.
  • Invictus RG (Singapore)'s LPL Financial position peaked at $359K in Q3 2013.
  • 162 funds tracked by Wall St. Rank held LPL Financial as of Q4 2014.

Based on Invictus RG (Singapore)'s 13F filing for Q4 2014, filed 13 Feb 2015.