LPL Financial
DST

LPL Financial’s DST Systems Inc. DST Stock Holding History

LPL Financial’s Portfolio DST Stock Details DST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,424
Closed -$201K – 2828
2016
Q2 		$201K Buy
+3,424
New +$201K ﹤0.01% 2381
2015
Q3 		– Sell
-8,836
Closed -$565K – 3007
2015
Q2 		$565K Buy
+8,836
New +$524K ﹤0.01% 1808

Other funds holding DST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LPL Financial's DST Position: Q3 2016 in Review

LPL Financial sold out of DST Systems Inc. (DST) in Q3 2016, closing a stake of 3,424 shares — an estimated $201K sold.

LPL Financial first reported a position in DST in Q2 2015 and held it in 2 quarters. The position peaked at $565K in Q2 2015. 322 funds tracked by Wall St. Rank hold DST as of Q3 2016.

  • LPL Financial reported no remaining DST Systems Inc. position as of Q3 2016 after selling out during the quarter.
  • LPL Financial sold 3,424 DST Systems Inc. shares in Q3 2016, an estimated $201K.
  • LPL Financial first reported a position in DST Systems Inc. in Q2 2015 and held it in 2 quarters.
  • LPL Financial's DST Systems Inc. position peaked at $565K in Q2 2015.
  • 322 funds tracked by Wall St. Rank held DST Systems Inc. as of Q3 2016.

Based on LPL Financial's 13F filing for Q3 2016, filed 16 Nov 2016.