LPL Financial’s Advisory Board Co ABCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-5,416
Closed -$290K 3116
2017
Q3
$290K Sell
5,416
-2,340
-30% -$126K ﹤0.01% 2387
2017
Q2
$395K Buy
+7,756
New +$389K ﹤0.01% 2061
2016
Q4
Sell
-5,616
Closed -$247K 2835
2016
Q3
$247K Buy
+5,616
New +$231K ﹤0.01% 2270

LPL Financial's ABCO Position: Q4 2017 in Review

LPL Financial sold out of Advisory Board Co (ABCO) in Q4 2017, closing a stake of 5,416 shares — an estimated $290K sold.

LPL Financial first reported a position in ABCO in Q3 2016 and held it in 3 quarters. The position peaked at $395K in Q2 2017. 0 funds tracked by Wall St. Rank hold ABCO as of Q4 2017.

  • LPL Financial reported no remaining Advisory Board Co position as of Q4 2017 after selling out during the quarter.
  • LPL Financial sold 5,416 Advisory Board Co shares in Q4 2017, an estimated $290K.
  • LPL Financial first reported a position in Advisory Board Co in Q3 2016 and held it in 3 quarters.
  • LPL Financial's Advisory Board Co position peaked at $395K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Advisory Board Co as of Q4 2017.

Based on LPL Financial's 13F filing for Q4 2017, filed 14 Feb 2018.