LPL Financial
MNRK

LPL Financial’s MONARCH FINANCIAL HOLDINGS INC COM STK MNRK Stock Holding History

LPL Financial’s Portfolio MNRK Stock Details MNRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-45,100
Closed -$513K – 3021
2015
Q1 		$513K Sell
45,100
-2,655
-6% -$30.6K ﹤0.01% 1831
2014
Q4 		$597K Buy
47,755
+2,475
+5% +$29.1K ﹤0.01% 1655
2014
Q3 		$525K Buy
45,280
+770
+2% +$8.4K ﹤0.01% 1747
2014
Q2 		$474K Buy
44,510
+1,045
+2% +$11K ﹤0.01% 1842
2014
Q1 		$484K Buy
43,465
+2,640
+6% +$28.1K ﹤0.01% 1764
2013
Q4 		$457K Buy
40,825
+110
+0.3% +$1.15K ﹤0.01% 1785
2013
Q3 		$423K Buy
40,715
+2,435
+6% +$25.3K ﹤0.01% 1767
2013
Q2 		$377K Buy
+38,280
New +$372K ﹤0.01% 1752

Other funds holding MNRK

MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return

LPL Financial's MNRK Position: Q2 2015 in Review

LPL Financial sold out of MONARCH FINANCIAL HOLDINGS INC COM STK (MNRK) in Q2 2015, closing a stake of 45,100 shares — an estimated $513K sold.

LPL Financial first reported a position in MNRK in Q2 2013 and held it in 8 quarters. The position peaked at $597K in Q4 2014. 44 funds tracked by Wall St. Rank hold MNRK as of Q2 2015.

  • LPL Financial reported no remaining MONARCH FINANCIAL HOLDINGS INC COM STK position as of Q2 2015 after selling out during the quarter.
  • LPL Financial sold 45,100 MONARCH FINANCIAL HOLDINGS INC COM STK shares in Q2 2015, an estimated $513K.
  • LPL Financial first reported a position in MONARCH FINANCIAL HOLDINGS INC COM STK in Q2 2013 and held it in 8 quarters.
  • LPL Financial's MONARCH FINANCIAL HOLDINGS INC COM STK position peaked at $597K in Q4 2014.
  • 44 funds tracked by Wall St. Rank held MONARCH FINANCIAL HOLDINGS INC COM STK as of Q2 2015.

Based on LPL Financial's 13F filing for Q2 2015, filed 14 Aug 2015.