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Marc Stad’s LPL Financial LPLA Stock Holding History

Marc Stad’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
2017
Q2 		– Sell
-566,096
Closed -$22.5M – 24
2017
Q1 		$22.5M Sell
566,096
-128,500
-18% -$5.05M 4.02% 12
2016
Q4 		$24.5M Sell
694,596
-1,095,716
-61% -$38.3M 5.78% 9
2016
Q3 		$53.5M Buy
1,790,312
+34,608
+2% +$936K 12.09% 2
2016
Q2 		$39.6M Buy
1,755,704
+194,841
+12% +$4.89M 10.02% 3
2016
Q1 		$38.7M Buy
1,560,863
+962,840
+161% +$26M 12.18% 3
2015
Q4 		$25.5M Hold
598,023
– – 7.71% 7
2015
Q3 		$23.8M Sell
598,023
-16,800
-3% -$723K 9.35% 3
2015
Q2 		$28.6M Buy
+614,823
New +$26.6M 9.74% 2

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marc Stad's LPLA Position: Q2 2017 in Review

Marc Stad sold out of LPL Financial (LPLA) in Q2 2017, closing a stake of 566,096 shares — an estimated $22.5M sold.

Marc Stad first reported a position in LPLA in Q2 2015 and held it in 8 quarters. The position peaked at $53.5M in Q3 2016. 197 funds tracked by Wall St. Rank hold LPLA as of Q2 2017.

  • Marc Stad reported no remaining LPL Financial position as of Q2 2017 after selling out during the quarter.
  • Marc Stad sold 566,096 LPL Financial shares in Q2 2017, an estimated $22.5M.
  • Marc Stad first reported a position in LPL Financial in Q2 2015 and held it in 8 quarters.
  • Marc Stad's LPL Financial position peaked at $53.5M in Q3 2016.
  • 197 funds tracked by Wall St. Rank held LPL Financial as of Q2 2017.

Based on Dragoneer Investment Group's 13F filing for Q2 2017, filed 14 Aug 2017.