LPL Financial
ARC

LPL Financial’s ARC Document Solutions, Inc. ARC Stock Holding History

LPL Financial’s Portfolio ARC Stock Details ARC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-13,423
Closed -$98K – 3000
2015
Q2 		$98K Buy
13,423
+2,572
+24% +$20.9K ﹤0.01% 2755
2015
Q1 		$100K Buy
+10,851
New +$98.6K ﹤0.01% 2676

Other funds holding ARC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

LPL Financial's ARC Position: Q3 2015 in Review

LPL Financial sold out of ARC Document Solutions, Inc. (ARC) in Q3 2015, closing a stake of 13,423 shares — an estimated $98K sold.

LPL Financial first reported a position in ARC in Q1 2015 and held it in 2 quarters. The position peaked at $100K in Q1 2015. 117 funds tracked by Wall St. Rank hold ARC as of Q3 2015.

  • LPL Financial reported no remaining ARC Document Solutions, Inc. position as of Q3 2015 after selling out during the quarter.
  • LPL Financial sold 13,423 ARC Document Solutions, Inc. shares in Q3 2015, an estimated $98K.
  • LPL Financial first reported a position in ARC Document Solutions, Inc. in Q1 2015 and held it in 2 quarters.
  • LPL Financial's ARC Document Solutions, Inc. position peaked at $100K in Q1 2015.
  • 117 funds tracked by Wall St. Rank held ARC Document Solutions, Inc. as of Q3 2015.

Based on LPL Financial's 13F filing for Q3 2015, filed 13 Nov 2015.