Janus Henderson Investors US’s LPL Financial LPLA Stock Holding History

Janus Henderson Investors US’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 Q1	$358M	Buy	8,996,531 +1,038,731	+13%	+$40.8M	0.29%	89
2016 Q4	$280M	Buy	7,957,800 +365,980	+5%	+$12.8M	0.24%	119
2016 Q3	$227M	Buy	7,591,820 +1,106,142	+17%	+$29.9M	0.19%	153
2016 Q2	$146M	Buy	6,485,678 +264,549	+4%	+$6.64M	0.12%	227
2016 Q1	$154M	Sell	6,221,129 -414,035	-6%	-$11.2M	0.13%	202
2015 Q4	$283M	Buy	6,635,164 +202,031	+3%	+$8.61M	0.24%	101
2015 Q3	$256M	Buy	6,433,133 +36,520	+0.6%	+$1.57M	0.23%	107
2015 Q2	$297M	Buy	6,396,613 +197,753	+3%	+$8.55M	0.24%	97
2015 Q1	$272M	Buy	6,198,860 +761,830	+14%	+$33.7M	0.22%	113
2014 Q4	$242M	Buy	5,437,030 +367,384	+7%	+$15.8M	0.21%	131
2014 Q3	$233M	Sell	5,069,646 -200,847	-4%	-$9.68M	0.21%	125
2014 Q2	$262M	Buy	5,270,493 +247,500	+5%	+$12M	0.24%	104
2014 Q1	$264M	Sell	5,022,993 -233,762	-4%	-$12.3M	0.25%	106
2013 Q4	$247M	Buy	5,256,755 +361,112	+7%	+$15.2M	0.23%	116
2013 Q3	$188M	Buy	4,895,643 +1,153,877	+31%	+$44.1M	0.19%	149
2013 Q2	$141M	Buy	+3,741,766	New	+$134M	0.15%	180

Other funds holding LPLA

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

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Janus Henderson Investors US's LPLA Position: Q1 2017 in Review

Janus Henderson Investors US increased its LPL Financial (LPLA) stake by 13% in Q1 2017, buying an estimated $40.8M and bringing the position to 8,996,531 shares worth $358M. The position accounts for 0.29% of the portfolio, ranked #89.

Janus Henderson Investors US first reported a position in LPLA in Q2 2013 and has held it in 16 quarters since. 193 funds tracked by Wall St. Rank hold LPLA as of Q1 2017.

Janus Henderson Investors US held 8,996,531 shares of LPL Financial worth $358M as of Q1 2017.
Janus Henderson Investors US bought 1,038,731 LPL Financial shares in Q1 2017, an estimated $40.8M.
LPL Financial made up 0.29% of Janus Henderson Investors US's portfolio in Q1 2017, its #89 holding.
Janus Henderson Investors US first reported a position in LPL Financial in Q2 2013 and has held it in 16 quarters since.
193 funds tracked by Wall St. Rank held LPL Financial as of Q1 2017.

Based on Janus Henderson Investors US's 13F filing for Q1 2017, filed 16 May 2017.