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McKinley Capital Management’s LPL Financial LPLA Stock Holding History

McKinley 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
2017
Q3 		– Sell
-2,460
Closed -$104K – 414
2017
Q2 		$104K Buy
+2,460
New +$99.8K ﹤0.01% 330

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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

McKinley Capital Management's LPLA Position: Q3 2017 in Review

McKinley Capital Management sold out of LPL Financial (LPLA) in Q3 2017, closing a stake of 2,460 shares — an estimated $104K sold.

McKinley Capital Management first reported a position in LPLA in Q2 2017 and held it in 1 quarter. The position peaked at $104K in Q2 2017. 223 funds tracked by Wall St. Rank hold LPLA as of Q3 2017.

  • McKinley Capital Management reported no remaining LPL Financial position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 2,460 LPL Financial shares in Q3 2017, an estimated $104K.
  • McKinley Capital Management first reported a position in LPL Financial in Q2 2017 and held it in 1 quarter.
  • McKinley Capital Management's LPL Financial position peaked at $104K in Q2 2017.
  • 223 funds tracked by Wall St. Rank held LPL Financial as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.