LPL Financial’s Team TISI Stock Holding History

LPL Financial’s Portfolio TISI Stock Details TISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,537	Closed	-$355K	–	3303
2018 Q2	$355K	Buy	1,537 +94	+7%	+$18.1K	﹤0.01%	2493
2018 Q1	$198K	Buy	1,443 +75	+5%	+$12.3K	﹤0.01%	2958
2017 Q4	$204K	Buy	1,368 +16	+1%	+$2.13K	﹤0.01%	2813
2017 Q3	$180K	Buy	+1,352	New	+$206K	﹤0.01%	2687

Other funds holding TISI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LPL Financial's TISI Position: Q3 2018 in Review

LPL Financial sold out of Team (TISI) in Q3 2018, closing a stake of 1,537 shares — an estimated $355K sold.

LPL Financial first reported a position in TISI in Q3 2017 and held it in 4 quarters. The position peaked at $355K in Q2 2018. 143 funds tracked by Wall St. Rank hold TISI as of Q3 2018.

LPL Financial reported no remaining Team position as of Q3 2018 after selling out during the quarter.
LPL Financial sold 1,537 Team shares in Q3 2018, an estimated $355K.
LPL Financial first reported a position in Team in Q3 2017 and held it in 4 quarters.
LPL Financial's Team position peaked at $355K in Q2 2018.
143 funds tracked by Wall St. Rank held Team as of Q3 2018.

Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.