LPL Financial
RATE

LPL Financial’s Bankrate Inc RATE Stock Holding History

LPL Financial’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-37,712
Closed -$485K – 2978
2017
Q2 		$485K Sell
37,712
-26,634
-41% -$286K ﹤0.01% 1904
2017
Q1 		$637K Buy
64,346
+2,648
+4% +$28.7K ﹤0.01% 1588
2016
Q4 		$710K Buy
61,698
+1,308
+2% +$12.4K 0.01% 1446
2016
Q3 		$534K Buy
+60,390
New +$480K 0.01% 1655

Other funds holding RATE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial's RATE Position: Q3 2017 in Review

LPL Financial sold out of Bankrate Inc (RATE) in Q3 2017, closing a stake of 37,712 shares — an estimated $485K sold.

LPL Financial first reported a position in RATE in Q3 2016 and held it in 4 quarters. The position peaked at $710K in Q4 2016. 117 funds tracked by Wall St. Rank hold RATE as of Q3 2017.

  • LPL Financial reported no remaining Bankrate Inc position as of Q3 2017 after selling out during the quarter.
  • LPL Financial sold 37,712 Bankrate Inc shares in Q3 2017, an estimated $485K.
  • LPL Financial first reported a position in Bankrate Inc in Q3 2016 and held it in 4 quarters.
  • LPL Financial's Bankrate Inc position peaked at $710K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held Bankrate Inc as of Q3 2017.

Based on LPL Financial's 13F filing for Q3 2017, filed 14 Nov 2017.