MCM
LPLA icon

Matarin Capital Management’s LPL Financial LPLA Stock Holding History

Matarin Capital Management’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
2018
Q3 		– Sell
-6,397
Closed -$419K – 294
2018
Q2 		$419K Sell
6,397
-15,062
-70% -$990K 0.03% 262
2018
Q1 		$1.31M Sell
21,459
-1,303
-6% -$80.8K 0.1% 194
2017
Q4 		$1.3M Sell
22,762
-2,272
-9% -$120K 0.1% 194
2017
Q3 		$1.29M Hold
25,034
– – 0.11% 182
2017
Q2 		$1.06M Hold
25,034
– – 0.1% 180
2017
Q1 		$997K Buy
+25,034
New +$984K 0.1% 193
2015
Q3 		– Sell
-4,433
Closed -$206K – 222
2015
Q2 		$206K Buy
+4,433
New +$192K 0.06% 191

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FPA
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FCM
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SCA
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SC
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FCIM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return