LPL Financial
CEB

LPL Financial’s CEB Inc. CEB Stock Holding History

LPL Financial’s Portfolio CEB Stock Details CEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,307
Closed -$289K – 2953
2015
Q2 		$289K Buy
+3,307
New +$281K ﹤0.01% 2336
2014
Q1 		– Sell
-2,979
Closed -$231K – 2780
2013
Q4 		$231K Buy
+2,979
New +$219K ﹤0.01% 2329

Other funds holding CEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LPL Financial's CEB Position: Q3 2015 in Review

LPL Financial sold out of CEB Inc. (CEB) in Q3 2015, closing a stake of 3,307 shares — an estimated $289K sold.

LPL Financial first reported a position in CEB in Q4 2013 and held it in 2 quarters. The position peaked at $289K in Q2 2015. 199 funds tracked by Wall St. Rank hold CEB as of Q3 2015.

  • LPL Financial reported no remaining CEB Inc. position as of Q3 2015 after selling out during the quarter.
  • LPL Financial sold 3,307 CEB Inc. shares in Q3 2015, an estimated $289K.
  • LPL Financial first reported a position in CEB Inc. in Q4 2013 and held it in 2 quarters.
  • LPL Financial's CEB Inc. position peaked at $289K in Q2 2015.
  • 199 funds tracked by Wall St. Rank held CEB Inc. as of Q3 2015.

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