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JNBA Financial Advisors’s LG Display LPL Stock Holding History

JNBA Financial Advisors’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,447
Closed -$18K – 960
2016
Q3 		$18K Buy
+1,447
New +$19.2K ﹤0.01% 856

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

JNBA Financial Advisors's LPL Position: Q4 2016 in Review

JNBA Financial Advisors sold out of LG Display (LPL) in Q4 2016, closing a stake of 1,447 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in LPL in Q3 2016 and held it in 1 quarter. The position peaked at $18K in Q3 2016. 93 funds tracked by Wall St. Rank hold LPL as of Q4 2016.

  • JNBA Financial Advisors reported no remaining LG Display position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,447 LG Display shares in Q4 2016, an estimated $18K.
  • JNBA Financial Advisors first reported a position in LG Display in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's LG Display position peaked at $18K in Q3 2016.
  • 93 funds tracked by Wall St. Rank held LG Display as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.