LPL Financial
VATE icon

LPL Financial’s INNOVATE Corp VATE Stock Holding History

LPL Financial’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,298
Closed -$76K – 2938
2017
Q2 		$76K Buy
1,298
+298
+30% +$17.1K ﹤0.01% 2734
2017
Q1 		$61K Hold
1,000
– – ﹤0.01% 2648
2016
Q4 		$64K Hold
1,000
– – ﹤0.01% 2622
2016
Q3 		$57K Buy
+1,000
New +$46.1K ﹤0.01% 2571

Other funds holding VATE

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM

LPL Financial's VATE Position: Q3 2017 in Review

LPL Financial sold out of INNOVATE Corp (VATE) in Q3 2017, closing a stake of 1,298 shares — an estimated $76K sold.

LPL Financial first reported a position in VATE in Q3 2016 and held it in 4 quarters. The position peaked at $76K in Q2 2017. 74 funds tracked by Wall St. Rank hold VATE as of Q3 2017.

  • LPL Financial reported no remaining INNOVATE Corp position as of Q3 2017 after selling out during the quarter.
  • LPL Financial sold 1,298 INNOVATE Corp shares in Q3 2017, an estimated $76K.
  • LPL Financial first reported a position in INNOVATE Corp in Q3 2016 and held it in 4 quarters.
  • LPL Financial's INNOVATE Corp position peaked at $76K in Q2 2017.
  • 74 funds tracked by Wall St. Rank held INNOVATE Corp as of Q3 2017.

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