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Ledyard National Bank’s LPL Financial LPLA Stock Holding History

Ledyard National Bank’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
Q4 		– Sell
-77
Closed -$4K – 732
2014
Q3 		$4K Hold
77
– – ﹤0.01% 619
2014
Q2 		$4K Hold
77
– – ﹤0.01% 635
2014
Q1 		$4K Hold
77
– – ﹤0.01% 620
2013
Q4 		$4K Buy
+77
New +$3.23K ﹤0.01% 623

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 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 $34.9B AUM 18.88% 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

Ledyard National Bank's LPLA Position: Q4 2014 in Review

Ledyard National Bank sold out of LPL Financial (LPLA) in Q4 2014, closing a stake of 77 shares — an estimated $4K sold.

Ledyard National Bank first reported a position in LPLA in Q4 2013 and held it in 4 quarters. The position peaked at $4K in Q3 2014. 162 funds tracked by Wall St. Rank hold LPLA as of Q4 2014.

  • Ledyard National Bank reported no remaining LPL Financial position as of Q4 2014 after selling out during the quarter.
  • Ledyard National Bank sold 77 LPL Financial shares in Q4 2014, an estimated $4K.
  • Ledyard National Bank first reported a position in LPL Financial in Q4 2013 and held it in 4 quarters.
  • Ledyard National Bank's LPL Financial position peaked at $4K in Q3 2014.
  • 162 funds tracked by Wall St. Rank held LPL Financial as of Q4 2014.

Based on Ledyard National Bank's 13F filing for Q4 2014, filed 16 Jan 2015.