LPL Financial
MBII

LPL Financial’s Marrone Bio Innovations, Inc. MBII Stock Holding History

LPL Financial’s Portfolio MBII Stock Details MBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-11,263
Closed -$131K – 2800
2014
Q2 		$131K Sell
11,263
-16,500
-59% -$187K ﹤0.01% 2571
2014
Q1 		$388K Buy
+27,763
New +$436K ﹤0.01% 1957

Other funds holding MBII

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return

LPL Financial's MBII Position: Q3 2014 in Review

LPL Financial sold out of Marrone Bio Innovations, Inc. (MBII) in Q3 2014, closing a stake of 11,263 shares — an estimated $131K sold.

LPL Financial first reported a position in MBII in Q1 2014 and held it in 2 quarters. The position peaked at $388K in Q1 2014. 49 funds tracked by Wall St. Rank hold MBII as of Q3 2014.

  • LPL Financial reported no remaining Marrone Bio Innovations, Inc. position as of Q3 2014 after selling out during the quarter.
  • LPL Financial sold 11,263 Marrone Bio Innovations, Inc. shares in Q3 2014, an estimated $131K.
  • LPL Financial first reported a position in Marrone Bio Innovations, Inc. in Q1 2014 and held it in 2 quarters.
  • LPL Financial's Marrone Bio Innovations, Inc. position peaked at $388K in Q1 2014.
  • 49 funds tracked by Wall St. Rank held Marrone Bio Innovations, Inc. as of Q3 2014.

Based on LPL Financial's 13F filing for Q3 2014, filed 10 Nov 2014.