LPL Financial
MINI

LPL Financial’s Mobile Mini Inc MINI Stock Holding History

LPL Financial’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-21,301
Closed -$999K – 3343
2018
Q2 		$999K Buy
21,301
+15,362
+259% +$694K ﹤0.01% 1625
2018
Q1 		$257K Sell
5,939
-203
-3% -$8.27K ﹤0.01% 2761
2017
Q4 		$213K Sell
6,142
-118
-2% -$4.03K ﹤0.01% 2772
2017
Q3 		$215K Buy
+6,260
New +$192K ﹤0.01% 2621
2014
Q1 		– Sell
-5,080
Closed -$209K – 2755
2013
Q4 		$209K Buy
+5,080
New +$189K ﹤0.01% 2410

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's MINI Position: Q3 2018 in Review

LPL Financial sold out of Mobile Mini Inc (MINI) in Q3 2018, closing a stake of 21,301 shares — an estimated $999K sold.

LPL Financial first reported a position in MINI in Q4 2013 and held it in 5 quarters. The position peaked at $999K in Q2 2018. 170 funds tracked by Wall St. Rank hold MINI as of Q3 2018.

  • LPL Financial reported no remaining Mobile Mini Inc position as of Q3 2018 after selling out during the quarter.
  • LPL Financial sold 21,301 Mobile Mini Inc shares in Q3 2018, an estimated $999K.
  • LPL Financial first reported a position in Mobile Mini Inc in Q4 2013 and held it in 5 quarters.
  • LPL Financial's Mobile Mini Inc position peaked at $999K in Q2 2018.
  • 170 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q3 2018.

Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.