LPL Financial
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LPL Financial’s ProShares Ulta SmallCap600 SAA Stock Holding History

LPL Financial’s Portfolio SAA Stock Details SAA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
2015
Q4 		$230K Buy
2015
Q2 		– Sell
2015
Q1 		$290K Sell
2014
Q4 		$318K Sell
2014
Q3 		$351K Sell
2014
Q2 		$486K Sell
2014
Q1 		$521K Buy
2013
Q4 		$503K Buy
2013
Q3 		$401K Sell
2013
Q2 		$324K Buy