LPL Financial
ASP

LPL Financial’s AMERN STRATEGIC INCOME PORTFOL ASP Stock Holding History

LPL Financial’s Portfolio ASP Stock Details ASP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-13,795
Closed -$144K – 2628
2013
Q2 		$144K Buy
+13,795
New +$154K ﹤0.01% 2284

Other funds holding ASP

GBA
Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6B AUM
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return