KBI Global Investors’s LPL Financial LPLA Stock Holding History

KBI Global Investors’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
2016 Q2	$811K	Buy	+35,978	New	+$903K	0.02%	242

Other funds holding LPLA

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 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

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

KBI Global Investors's LPLA Position: Q2 2016 in Review

KBI Global Investors opened a new position in LPL Financial (LPLA) in Q2 2016: 35,978 shares worth $811K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings.

145 funds tracked by Wall St. Rank hold LPLA as of Q2 2016.

KBI Global Investors held 35,978 shares of LPL Financial worth $811K as of Q2 2016.
LPL Financial was a new KBI Global Investors position in Q2 2016.
LPL Financial made up 0.02% of KBI Global Investors's portfolio in Q2 2016, its #242 holding.
145 funds tracked by Wall St. Rank held LPL Financial as of Q2 2016.

Based on KBI Global Investors's 13F filing for Q2 2016, filed 3 Aug 2016.