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Marino Stram & Associates’s LPL Financial LPLA Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-16
Closed -$1K – 356
2019
Q1 		$1K Buy
+16
New +$1.15K ﹤0.01% 590

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Marino Stram & Associates's LPLA Position: Q2 2019 in Review

Marino Stram & Associates sold out of LPL Financial (LPLA) in Q2 2019, closing a stake of 16 shares — an estimated $1K sold.

Marino Stram & Associates first reported a position in LPLA in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 321 funds tracked by Wall St. Rank hold LPLA as of Q2 2019.

  • Marino Stram & Associates reported no remaining LPL Financial position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 16 LPL Financial shares in Q2 2019, an estimated $1K.
  • Marino Stram & Associates first reported a position in LPL Financial in Q1 2019 and held it in 1 quarter.
  • Marino Stram & Associates's LPL Financial position peaked at $1K in Q1 2019.
  • 321 funds tracked by Wall St. Rank held LPL Financial as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.