LPL Financial
DELL

LPL Financial’s DELL INC DELL Stock Holding History

LPL Financial’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-20,707
Closed -$287K – 2758
2013
Q3 		$287K Sell
20,707
-20,885
-50% -$283K ﹤0.01% 2037
2013
Q2 		$554K Buy
+41,592
New +$563K ﹤0.01% 1502

Other funds holding DELL

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DSI
Daiwa SB Investments Tokyo, Japan $506M AUM 11% 1-Year Est. Return

LPL Financial's DELL Position: Q4 2013 in Review

LPL Financial sold out of DELL INC (DELL) in Q4 2013, closing a stake of 20,707 shares — an estimated $287K sold.

LPL Financial first reported a position in DELL in Q2 2013 and held it in 2 quarters. The position peaked at $554K in Q2 2013. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2013.

  • LPL Financial reported no remaining DELL INC position as of Q4 2013 after selling out during the quarter.
  • LPL Financial sold 20,707 DELL INC shares in Q4 2013, an estimated $287K.
  • LPL Financial first reported a position in DELL INC in Q2 2013 and held it in 2 quarters.
  • LPL Financial's DELL INC position peaked at $554K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held DELL INC as of Q4 2013.

Based on LPL Financial's 13F filing for Q4 2013, filed 13 Feb 2014.