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Kohlberg Kravis Roberts & Co’s LPL Financial LPLA Stock Holding History

Kohlberg Kravis Roberts & Co’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
Q2 		– Sell
-1,344,203
Closed -$59M – 69
2015
Q1 		$59M Buy
+1,344,203
New +$59.4M 0.61% 11

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's LPLA Position: Q2 2015 in Review

Kohlberg Kravis Roberts & Co sold out of LPL Financial (LPLA) in Q2 2015, closing a stake of 1,344,203 shares — an estimated $59M sold.

Kohlberg Kravis Roberts & Co first reported a position in LPLA in Q1 2015 and held it in 1 quarter. The position peaked at $59M in Q1 2015. 178 funds tracked by Wall St. Rank hold LPLA as of Q2 2015.

  • Kohlberg Kravis Roberts & Co reported no remaining LPL Financial position as of Q2 2015 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 1,344,203 LPL Financial shares in Q2 2015, an estimated $59M.
  • Kohlberg Kravis Roberts & Co first reported a position in LPL Financial in Q1 2015 and held it in 1 quarter.
  • Kohlberg Kravis Roberts & Co's LPL Financial position peaked at $59M in Q1 2015.
  • 178 funds tracked by Wall St. Rank held LPL Financial as of Q2 2015.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q2 2015, filed 14 Aug 2015.