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KCS Wealth Advisory’s LG Display LPL Stock Holding History

KCS Wealth Advisory’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
2018
Q2 		– Sell
-10,930
Closed -$132K – 157
2018
Q1 		$132K Sell
10,930
-385
-3% -$5.32K 0.12% 164
2017
Q4 		$156K Buy
+11,315
New +$152K 0.15% 165

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCS Wealth Advisory's LPL Position: Q2 2018 in Review

KCS Wealth Advisory sold out of LG Display (LPL) in Q2 2018, closing a stake of 10,930 shares — an estimated $132K sold.

KCS Wealth Advisory first reported a position in LPL in Q4 2017 and held it in 2 quarters. The position peaked at $156K in Q4 2017. 92 funds tracked by Wall St. Rank hold LPL as of Q2 2018.

  • KCS Wealth Advisory reported no remaining LG Display position as of Q2 2018 after selling out during the quarter.
  • KCS Wealth Advisory sold 10,930 LG Display shares in Q2 2018, an estimated $132K.
  • KCS Wealth Advisory first reported a position in LG Display in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's LG Display position peaked at $156K in Q4 2017.
  • 92 funds tracked by Wall St. Rank held LG Display as of Q2 2018.

Based on KCS Wealth Advisory's 13F filing for Q2 2018, filed 7 Aug 2018.