MAA
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Managed Account Advisors’s LPL Financial LPLA Stock Holding History

Managed Account Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$19.3M Sell
416,189
-23,632
-5% -$1.02M 0.02% 745
2015
Q1 		$19.3M Buy
439,821
+18,504
+4% +$818K 0.02% 732
2014
Q4 		$18.8M Sell
421,317
-46,321
-10% -$1.99M 0.02% 736
2014
Q3 		$21.5M Sell
467,638
-40,623
-8% -$1.96M 0.02% 653
2014
Q2 		$25.3M Buy
508,261
+92,151
+22% +$4.47M 0.03% 583
2014
Q1 		$21.9M Sell
416,110
-27,989
-6% -$1.48M 0.03% 631
2013
Q4 		$20.9M Buy
444,099
+167,995
+61% +$7.05M 0.03% 636
2013
Q3 		$10.6M Buy
276,104
+75,794
+38% +$2.9M 0.02% 884
2013
Q2 		$7.56M Buy
+200,310
New +$7.16M 0.01% 1011

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return