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MB Financial Bank - Trust Department’s LPL Financial LPLA Stock Holding History

MB Financial Bank - Trust Department’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
2016
Q2 		– Sell
-3,000
Closed -$74K – 310
2016
Q1 		$74K Hold
3,000
– – 0.01% 194
2015
Q4 		$128K Hold
3,000
– – 0.02% 169
2015
Q3 		$119K Buy
+3,000
New +$129K 0.01% 184

Other funds holding LPLA

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
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

MB Financial Bank - Trust Department's LPLA Position: Q2 2016 in Review

MB Financial Bank - Trust Department sold out of LPL Financial (LPLA) in Q2 2016, closing a stake of 3,000 shares — an estimated $74K sold.

MB Financial Bank - Trust Department first reported a position in LPLA in Q3 2015 and held it in 3 quarters. The position peaked at $128K in Q4 2015. 145 funds tracked by Wall St. Rank hold LPLA as of Q2 2016.

  • MB Financial Bank - Trust Department reported no remaining LPL Financial position as of Q2 2016 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 3,000 LPL Financial shares in Q2 2016, an estimated $74K.
  • MB Financial Bank - Trust Department first reported a position in LPL Financial in Q3 2015 and held it in 3 quarters.
  • MB Financial Bank - Trust Department's LPL Financial position peaked at $128K in Q4 2015.
  • 145 funds tracked by Wall St. Rank held LPL Financial as of Q2 2016.

Based on MB Financial Bank - Trust Department's 13F filing for Q2 2016, filed 14 Jul 2016.