LPL Financial
WPS

LPL Financial’s iShares International Developed Property ETF WPS Stock Holding History

LPL Financial’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,307
Closed -$251K – 3645
2020
Q2 		$251K Buy
8,307
+523
+7% +$15.5K ﹤0.01% 2966
2020
Q1 		$217K Sell
7,784
-174
-2% -$6.23K ﹤0.01% 2749
2019
Q4 		$308K Buy
7,958
+864
+12% +$33.8K ﹤0.01% 2755
2019
Q3 		$273K Sell
7,094
-64
-0.9% -$2.44K ﹤0.01% 2758
2019
Q2 		$272K Sell
7,158
-7
-0.1% -$267 ﹤0.01% 2784
2019
Q1 		$278K Buy
7,165
+479
+7% +$17.9K ﹤0.01% 2708
2018
Q4 		$231K Sell
6,686
-2,284
-25% -$81.1K ﹤0.01% 2697
2018
Q3 		$332K Sell
8,970
-159
-2% -$6.02K ﹤0.01% 2591
2018
Q2 		$347K Sell
9,129
-2,290
-20% -$89.8K ﹤0.01% 2512
2018
Q1 		$445K Buy
11,419
+768
+7% +$30.3K ﹤0.01% 2262
2017
Q4 		$421K Buy
10,651
+1,027
+11% +$39.9K ﹤0.01% 2205
2017
Q3 		$367K Buy
9,624
+3,337
+53% +$127K ﹤0.01% 2193
2017
Q2 		$233K Buy
6,287
+2
+0% +$74 ﹤0.01% 2476
2017
Q1 		$223K Sell
6,285
-402
-6% -$14K ﹤0.01% 2423
2016
Q4 		$226K Sell
6,687
-517
-7% -$18.1K ﹤0.01% 2387
2016
Q3 		$267K Buy
7,204
+267
+4% +$10.1K ﹤0.01% 2213
2016
Q2 		$251K Sell
6,937
-6,261
-47% -$231K ﹤0.01% 2215
2016
Q1 		$477K Buy
13,198
+215
+2% +$7.34K ﹤0.01% 2190
2015
Q4 		$450K Buy
12,983
+7,141
+122% +$255K ﹤0.01% 2263
2015
Q3 		$211K Buy
5,842
+235
+4% +$8.49K ﹤0.01% 2473
2015
Q2 		$206K Buy
5,607
+5
+0.1% +$195 ﹤0.01% 2601
2015
Q1 		$215K Buy
5,602
+2
+0% +$76 ﹤0.01% 2500
2014
Q4 		$203K Sell
5,600
-194
-3% -$7.14K ﹤0.01% 2496
2014
Q3 		$210K Sell
5,794
-41
-0.7% -$1.59K ﹤0.01% 2421
2014
Q2 		$228K Sell
5,835
-1,380
-19% -$52.5K ﹤0.01% 2392
2014
Q1 		$263K Sell
7,215
-1,661
-19% -$60.4K ﹤0.01% 2226
2013
Q4 		$332K Buy
8,876
+359
+4% +$13.5K ﹤0.01% 2044
2013
Q3 		$325K Sell
8,517
-11,598
-58% -$420K ﹤0.01% 1953
2013
Q2 		$708K Buy
+20,115
New +$770K 0.01% 1329

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial's WPS Position: Q3 2020 in Review

LPL Financial sold out of iShares International Developed Property ETF (WPS) in Q3 2020, closing a stake of 8,307 shares — an estimated $251K sold.

LPL Financial first reported a position in WPS in Q2 2013 and held it in 29 quarters. The position peaked at $708K in Q2 2013. 38 funds tracked by Wall St. Rank hold WPS as of Q3 2020.

  • LPL Financial reported no remaining iShares International Developed Property ETF position as of Q3 2020 after selling out during the quarter.
  • LPL Financial sold 8,307 iShares International Developed Property ETF shares in Q3 2020, an estimated $251K.
  • LPL Financial first reported a position in iShares International Developed Property ETF in Q2 2013 and held it in 29 quarters.
  • LPL Financial's iShares International Developed Property ETF position peaked at $708K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2020.

Based on LPL Financial's 13F filing for Q3 2020, filed 9 Nov 2020.