LPL Financial
CFP

LPL Financial’s CORNERSTONE PROGRESSIVE RETURN FD COM CFP Stock Holding History

LPL Financial’s Portfolio CFP Stock Details CFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
2014
Q3 		$577K Sell
2014
Q2 		$663K Sell
2014
Q1 		$790K Buy
2013
Q4 		$608K Buy
2013
Q3 		$472K Buy
2013
Q2 		$358K Buy