LPL Financial’s Madison Strategic Sector MSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-15,385
Closed -$183K 3360
2018
Q3
$183K Buy
15,385
+4,397
+40% +$52.1K ﹤0.01% 3018
2018
Q2
$129K Buy
+10,988
New +$129K ﹤0.01% 3079
2014
Q2
Sell
-10,762
Closed -$131K 2787
2014
Q1
$131K Buy
+10,762
New +$130K ﹤0.01% 2533

LPL Financial's MSP Position: Q4 2018 in Review

LPL Financial sold out of Madison Strategic Sector (MSP) in Q4 2018, closing a stake of 15,385 shares — an estimated $183K sold.

LPL Financial first reported a position in MSP in Q1 2014 and held it in 3 quarters. The position peaked at $183K in Q3 2018. 0 funds tracked by Wall St. Rank hold MSP as of Q4 2018.

  • LPL Financial reported no remaining Madison Strategic Sector position as of Q4 2018 after selling out during the quarter.
  • LPL Financial sold 15,385 Madison Strategic Sector shares in Q4 2018, an estimated $183K.
  • LPL Financial first reported a position in Madison Strategic Sector in Q1 2014 and held it in 3 quarters.
  • LPL Financial's Madison Strategic Sector position peaked at $183K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.