LPL Financial
FNIO

LPL Financial’s ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF FNIO Stock Holding History

LPL Financial’s Portfolio FNIO Stock Details FNIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-7,688
Closed -$234K – 2627
2013
Q2 		$234K Buy
+7,688
New +$246K ﹤0.01% 2086

Other funds holding FNIO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

LPL Financial's FNIO Position: Q3 2013 in Review

LPL Financial sold out of ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF (FNIO) in Q3 2013, closing a stake of 7,688 shares — an estimated $234K sold.

LPL Financial first reported a position in FNIO in Q2 2013 and held it in 1 quarter. The position peaked at $234K in Q2 2013. 11 funds tracked by Wall St. Rank hold FNIO as of Q3 2013.

  • LPL Financial reported no remaining ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF position as of Q3 2013 after selling out during the quarter.
  • LPL Financial sold 7,688 ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF shares in Q3 2013, an estimated $234K.
  • LPL Financial first reported a position in ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF in Q2 2013 and held it in 1 quarter.
  • LPL Financial's ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF position peaked at $234K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held ISHARES TR INDL/OFFICE REAL ESTATE CAPPED ETF as of Q3 2013.

Based on LPL Financial's 13F filing for Q3 2013, filed 4 Nov 2013.