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Kessler Investment Group’s LPL Financial LPLA Stock Holding History

Kessler Investment Group’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 		– Sell
-2,039
Closed -$51K – 93
2016
Q1 		$51K Hold
2,039
– – 0.08% 65
2015
Q4 		$87K Hold
2,039
– – 0.14% 59
2015
Q3 		$81K Sell
2,039
-72
-3% -$3.1K 0.13% 59
2015
Q2 		$98K Buy
+2,111
New +$91.3K 0.16% 64

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 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 $8.09B AUM 21.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Kessler Investment Group's LPLA Position: Q2 2016 in Review

Kessler Investment Group sold out of LPL Financial (LPLA) in Q2 2016, closing a stake of 2,039 shares — an estimated $51K sold.

Kessler Investment Group first reported a position in LPLA in Q2 2015 and held it in 4 quarters. The position peaked at $98K in Q2 2015. 145 funds tracked by Wall St. Rank hold LPLA as of Q2 2016.

  • Kessler Investment Group reported no remaining LPL Financial position as of Q2 2016 after selling out during the quarter.
  • Kessler Investment Group sold 2,039 LPL Financial shares in Q2 2016, an estimated $51K.
  • Kessler Investment Group first reported a position in LPL Financial in Q2 2015 and held it in 4 quarters.
  • Kessler Investment Group's LPL Financial position peaked at $98K in Q2 2015.
  • 145 funds tracked by Wall St. Rank held LPL Financial as of Q2 2016.

Based on Kessler Investment Group's 13F filing for Q2 2016, filed 19 Jul 2016.