LPL Financial
MRLN

LPL Financial’s Marlin Business Services Corp MRLN Stock Holding History

LPL Financial’s Portfolio MRLN Stock Details MRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,506
Closed -$214K – 2747
2013
Q4 		$214K Sell
8,506
-16,221
-66% -$408K ﹤0.01% 2395
2013
Q3 		$635K Hold
24,727
– – ﹤0.01% 1464
2013
Q2 		$563K Buy
+24,727
New +$575K ﹤0.01% 1484

Other funds holding MRLN

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LPL Financial's MRLN Position: Q1 2014 in Review

LPL Financial sold out of Marlin Business Services Corp (MRLN) in Q1 2014, closing a stake of 8,506 shares — an estimated $214K sold.

LPL Financial first reported a position in MRLN in Q2 2013 and held it in 3 quarters. The position peaked at $635K in Q3 2013. 66 funds tracked by Wall St. Rank hold MRLN as of Q1 2014.

  • LPL Financial reported no remaining Marlin Business Services Corp position as of Q1 2014 after selling out during the quarter.
  • LPL Financial sold 8,506 Marlin Business Services Corp shares in Q1 2014, an estimated $214K.
  • LPL Financial first reported a position in Marlin Business Services Corp in Q2 2013 and held it in 3 quarters.
  • LPL Financial's Marlin Business Services Corp position peaked at $635K in Q3 2013.
  • 66 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q1 2014.

Based on LPL Financial's 13F filing for Q1 2014, filed 12 May 2014.