LPL Financial’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

LPL Financial’s Portfolio PER Stock Details PER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,003	Closed	-$9K	–	3494
2019 Q4	$9K	Buy	+10,003	New	+$12.9K	﹤0.01%	3337
2014 Q4	–	Sell	-12,966	Closed	-$125K	–	2820
2014 Q3	$125K	Sell	12,966 -18,889	-59%	-$222K	﹤0.01%	2580
2014 Q2	$404K	Sell	31,855 -1,200	-4%	-$14.9K	﹤0.01%	1967
2014 Q1	$397K	Buy	33,055 +8,120	+33%	+$103K	﹤0.01%	1925
2013 Q4	$295K	Sell	24,935 -25,622	-51%	-$347K	﹤0.01%	2135
2013 Q3	$758K	Buy	50,557 +21,263	+73%	+$316K	0.01%	1357
2013 Q2	$436K	Buy	+29,294	New	+$422K	﹤0.01%	1659

Other funds holding PER

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VFA

Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

LPL Financial's PER Position: Q1 2020 in Review

LPL Financial sold out of SANDRIDGE PERMIAN TRUST (PER) in Q1 2020, closing a stake of 10,003 shares — an estimated $9K sold.

LPL Financial first reported a position in PER in Q2 2013 and held it in 7 quarters. The position peaked at $758K in Q3 2013. 15 funds tracked by Wall St. Rank hold PER as of Q1 2020.

LPL Financial reported no remaining SANDRIDGE PERMIAN TRUST position as of Q1 2020 after selling out during the quarter.
LPL Financial sold 10,003 SANDRIDGE PERMIAN TRUST shares in Q1 2020, an estimated $9K.
LPL Financial first reported a position in SANDRIDGE PERMIAN TRUST in Q2 2013 and held it in 7 quarters.
LPL Financial's SANDRIDGE PERMIAN TRUST position peaked at $758K in Q3 2013.
15 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.