LPL Financial’s Beneficial Bancorp, Inc. BNCL Stock Holding History

LPL Financial’s Portfolio BNCL Stock Details BNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-28,139	Closed	-$456K	–	3357
2018 Q2	$456K	Buy	28,139 +725	+3%	+$11.8K	﹤0.01%	2276
2018 Q1	$426K	Buy	27,414 +327	+1%	+$5.21K	﹤0.01%	2301
2017 Q4	$446K	Sell	27,087 -2,280	-8%	-$37.9K	﹤0.01%	2159
2017 Q3	$487K	Buy	29,367 +10,536	+56%	+$161K	﹤0.01%	1965
2017 Q2	$282K	Sell	18,831 -8,551	-31%	-$132K	﹤0.01%	2343
2017 Q1	$441K	Buy	27,382 +1,976	+8%	+$33.4K	﹤0.01%	1914
2016 Q4	$465K	Buy	25,406 +1,440	+6%	+$23.5K	﹤0.01%	1807
2016 Q3	$352K	Buy	+23,966	New	+$340K	﹤0.01%	2004

Other funds holding BNCL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LPL Financial's BNCL Position: Q3 2018 in Review

LPL Financial sold out of Beneficial Bancorp, Inc. (BNCL) in Q3 2018, closing a stake of 28,139 shares — an estimated $456K sold.

LPL Financial first reported a position in BNCL in Q3 2016 and held it in 8 quarters. The position peaked at $487K in Q3 2017. 109 funds tracked by Wall St. Rank hold BNCL as of Q3 2018.

LPL Financial reported no remaining Beneficial Bancorp, Inc. position as of Q3 2018 after selling out during the quarter.
LPL Financial sold 28,139 Beneficial Bancorp, Inc. shares in Q3 2018, an estimated $456K.
LPL Financial first reported a position in Beneficial Bancorp, Inc. in Q3 2016 and held it in 8 quarters.
LPL Financial's Beneficial Bancorp, Inc. position peaked at $487K in Q3 2017.
109 funds tracked by Wall St. Rank held Beneficial Bancorp, Inc. as of Q3 2018.

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