LPL Financial
TCHI

LPL Financial’s ROYAL BK SCOTLAND PLC CHINA TRENDPILOT EXCHANGE TCHI Stock Holding History

LPL Financial’s Portfolio TCHI Stock Details TCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-17,167
Closed -$488K – 2839
2014
Q2 		$488K Sell
17,167
-2,172
-11% -$59.3K ﹤0.01% 1819
2014
Q1 		$523K Buy
19,339
+5,829
+43% +$163K ﹤0.01% 1709
2013
Q4 		$395K Buy
13,510
+4,710
+54% +$137K ﹤0.01% 1905
2013
Q3 		$255K Sell
8,800
-960
-10% -$24.6K ﹤0.01% 2136
2013
Q2 		$227K Buy
+9,760
New +$236K ﹤0.01% 2106

Other funds holding TCHI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's TCHI Position: Q3 2014 in Review

LPL Financial sold out of ROYAL BK SCOTLAND PLC CHINA TRENDPILOT EXCHANGE (TCHI) in Q3 2014, closing a stake of 17,167 shares — an estimated $488K sold.

LPL Financial first reported a position in TCHI in Q2 2013 and held it in 5 quarters. The position peaked at $523K in Q1 2014. 6 funds tracked by Wall St. Rank hold TCHI as of Q3 2014.

  • LPL Financial reported no remaining ROYAL BK SCOTLAND PLC CHINA TRENDPILOT EXCHANGE position as of Q3 2014 after selling out during the quarter.
  • LPL Financial sold 17,167 ROYAL BK SCOTLAND PLC CHINA TRENDPILOT EXCHANGE shares in Q3 2014, an estimated $488K.
  • LPL Financial first reported a position in ROYAL BK SCOTLAND PLC CHINA TRENDPILOT EXCHANGE in Q2 2013 and held it in 5 quarters.
  • LPL Financial's ROYAL BK SCOTLAND PLC CHINA TRENDPILOT EXCHANGE position peaked at $523K in Q1 2014.
  • 6 funds tracked by Wall St. Rank held ROYAL BK SCOTLAND PLC CHINA TRENDPILOT EXCHANGE as of Q3 2014.

Based on LPL Financial's 13F filing for Q3 2014, filed 10 Nov 2014.