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Invictus RG’s LPL Financial LPLA Stock Holding History

Invictus RG’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
2018
Q3 		– Sell
-8,886
Closed -$582K – 223
2018
Q2 		$582K Buy
8,886
+3,933
+79% +$258K 0.49% 28
2018
Q1 		$302K Buy
+4,953
New +$307K 0.2% 142
2017
Q4 		– Sell
-6,290
Closed -$324K – 384
2017
Q3 		$324K Buy
6,290
+3,132
+99% +$144K 0.29% 139
2017
Q2 		$134K Buy
3,158
+2,443
+342% +$99.1K 0.1% 352
2017
Q1 		$28K Buy
715
+367
+105% +$14.4K 0.02% 587
2016
Q4 		$12K Buy
+348
New +$12.2K 0.01% 598

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return