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Karp Capital Management’s LPL Financial LPLA Stock Holding History

Karp Capital 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
2015
Q4 		– Sell
-68
Closed -$3K – 209
2015
Q3 		$3K Hold
68
– – ﹤0.01% 313
2015
Q2 		$3K Buy
+68
New +$2.94K ﹤0.01% 341

Other funds holding LPLA

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
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 $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Karp Capital Management's LPLA Position: Q4 2015 in Review

Karp Capital Management sold out of LPL Financial (LPLA) in Q4 2015, closing a stake of 68 shares — an estimated $3K sold.

Karp Capital Management first reported a position in LPLA in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 166 funds tracked by Wall St. Rank hold LPLA as of Q4 2015.

  • Karp Capital Management reported no remaining LPL Financial position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 68 LPL Financial shares in Q4 2015, an estimated $3K.
  • Karp Capital Management first reported a position in LPL Financial in Q2 2015 and held it in 2 quarters.
  • Karp Capital Management's LPL Financial position peaked at $3K in Q3 2015.
  • 166 funds tracked by Wall St. Rank held LPL Financial as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.