LPL Financial
BID

LPL Financial’s Sotheby's BID Stock Holding History

LPL Financial’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,714
Closed -$256K – 3349
2018
Q2 		$256K Buy
4,714
+8
+0.2% +$442 ﹤0.01% 2796
2018
Q1 		$241K Sell
4,706
-488
-9% -$24.9K ﹤0.01% 2812
2017
Q4 		$268K Sell
5,194
-86
-2% -$4.29K ﹤0.01% 2595
2017
Q3 		$243K Sell
5,280
-4,560
-46% -$225K ﹤0.01% 2527
2017
Q2 		$528K Buy
+9,840
New +$490K ﹤0.01% 1839
2017
Q1 		– Sell
-15,106
Closed -$594K – 2845
2016
Q4 		$594K Hold
15,106
– – ﹤0.01% 1591
2016
Q3 		$559K Buy
+15,106
New +$534K 0.01% 1612

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's BID Position: Q3 2018 in Review

LPL Financial sold out of Sotheby's (BID) in Q3 2018, closing a stake of 4,714 shares — an estimated $256K sold.

LPL Financial first reported a position in BID in Q3 2016 and held it in 7 quarters. The position peaked at $594K in Q4 2016. 199 funds tracked by Wall St. Rank hold BID as of Q3 2018.

  • LPL Financial reported no remaining Sotheby's position as of Q3 2018 after selling out during the quarter.
  • LPL Financial sold 4,714 Sotheby's shares in Q3 2018, an estimated $256K.
  • LPL Financial first reported a position in Sotheby's in Q3 2016 and held it in 7 quarters.
  • LPL Financial's Sotheby's position peaked at $594K in Q4 2016.
  • 199 funds tracked by Wall St. Rank held Sotheby's as of Q3 2018.

Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.