LPL Financial
TURN

LPL Financial’s 180 Degree Capital TURN Stock Holding History

LPL Financial’s Portfolio TURN Stock Details TURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,800
Closed -$25K – 3422
2019
Q4 		$25K Hold
3,800
– – ﹤0.01% 3303
2019
Q3 		$24K Hold
3,800
– – ﹤0.01% 3246
2019
Q2 		$22K Hold
3,800
– – ﹤0.01% 3244
2019
Q1 		$21K Hold
3,800
– – ﹤0.01% 3150
2018
Q4 		$20K Hold
3,800
– – ﹤0.01% 3037
2018
Q3 		$25K Buy
+3,800
New +$25.7K ﹤0.01% 3193

Other funds holding TURN

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial's TURN Position: Q1 2020 in Review

LPL Financial sold out of 180 Degree Capital (TURN) in Q1 2020, closing a stake of 3,800 shares — an estimated $25K sold.

LPL Financial first reported a position in TURN in Q3 2018 and held it in 6 quarters. The position peaked at $25K in Q4 2019. 32 funds tracked by Wall St. Rank hold TURN as of Q1 2020.

  • LPL Financial reported no remaining 180 Degree Capital position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 3,800 180 Degree Capital shares in Q1 2020, an estimated $25K.
  • LPL Financial first reported a position in 180 Degree Capital in Q3 2018 and held it in 6 quarters.
  • LPL Financial's 180 Degree Capital position peaked at $25K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held 180 Degree Capital as of Q1 2020.

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