LPL Financial
BEL

LPL Financial’s Belmond Ltd. BEL Stock Holding History

LPL Financial’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-18,360
Closed -$196K – 3282
2015
Q3 		$196K Buy
18,360
+3,361
+22% +$38.6K ﹤0.01% 2519
2015
Q2 		$186K Buy
14,999
+3,681
+33% +$46.6K ﹤0.01% 2648
2015
Q1 		$140K Buy
+11,318
New +$131K ﹤0.01% 2635
2014
Q4 		– Sell
-11,342
Closed -$128K – 2829
2014
Q3 		$128K Buy
+11,342
New +$147K ﹤0.01% 2576
2014
Q1 		– Sell
-10,218
Closed -$154K – 2764
2013
Q4 		$154K Buy
+10,218
New +$146K ﹤0.01% 2508

Other funds holding BEL

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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial's BEL Position: Q4 2015 in Review

LPL Financial sold out of Belmond Ltd. (BEL) in Q4 2015, closing a stake of 18,360 shares — an estimated $196K sold.

LPL Financial first reported a position in BEL in Q4 2013 and held it in 5 quarters. The position peaked at $196K in Q3 2015. 130 funds tracked by Wall St. Rank hold BEL as of Q4 2015.

  • LPL Financial reported no remaining Belmond Ltd. position as of Q4 2015 after selling out during the quarter.
  • LPL Financial sold 18,360 Belmond Ltd. shares in Q4 2015, an estimated $196K.
  • LPL Financial first reported a position in Belmond Ltd. in Q4 2013 and held it in 5 quarters.
  • LPL Financial's Belmond Ltd. position peaked at $196K in Q3 2015.
  • 130 funds tracked by Wall St. Rank held Belmond Ltd. as of Q4 2015.

Based on LPL Financial's 13F filing for Q4 2015, filed 12 Feb 2016.