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Kistler-Tiffany Companies’s LPL Financial LPLA Stock Holding History

Kistler-Tiffany Companies’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
2014
Q3 		– Sell
-4
Closed – – 652
2014
Q2 		$0 Buy
+4
New +$194 ﹤0.01% 621

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kistler-Tiffany Companies's LPLA Position: Q3 2014 in Review

Kistler-Tiffany Companies sold out of LPL Financial (LPLA) in Q3 2014, closing a stake of 4 shares.

Kistler-Tiffany Companies first reported a position in LPLA in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 175 funds tracked by Wall St. Rank hold LPLA as of Q3 2014.

  • Kistler-Tiffany Companies reported no remaining LPL Financial position as of Q3 2014 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 4 LPL Financial shares in Q3 2014.
  • Kistler-Tiffany Companies first reported a position in LPL Financial in Q2 2014 and held it in 1 quarter.
  • Kistler-Tiffany Companies's LPL Financial position peaked at $0 in Q2 2014.
  • 175 funds tracked by Wall St. Rank held LPL Financial as of Q3 2014.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2014, filed 9 Oct 2014.