LPL Financial
PCMI

LPL Financial’s PCM, Inc PCMI Stock Holding History

LPL Financial’s Portfolio PCMI Stock Details PCMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,000
Closed -$176K – 3267
2018
Q4 		$176K Sell
10,000
-2,859
-22% -$52K ﹤0.01% 2847
2018
Q3 		$251K Buy
+12,859
New +$263K ﹤0.01% 2834

Other funds holding PCMI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

LPL Financial's PCMI Position: Q1 2019 in Review

LPL Financial sold out of PCM, Inc (PCMI) in Q1 2019, closing a stake of 10,000 shares — an estimated $176K sold.

LPL Financial first reported a position in PCMI in Q3 2018 and held it in 2 quarters. The position peaked at $251K in Q3 2018. 102 funds tracked by Wall St. Rank hold PCMI as of Q1 2019.

  • LPL Financial reported no remaining PCM, Inc position as of Q1 2019 after selling out during the quarter.
  • LPL Financial sold 10,000 PCM, Inc shares in Q1 2019, an estimated $176K.
  • LPL Financial first reported a position in PCM, Inc in Q3 2018 and held it in 2 quarters.
  • LPL Financial's PCM, Inc position peaked at $251K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held PCM, Inc as of Q1 2019.

Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.