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Meadow Creek Investment Management’s LPL Financial LPLA Stock Holding History

Meadow Creek Investment 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
2019
Q3 		$933K Buy
11,396
+1,736
+18% +$139K 0.02% 505
2019
Q2 		$788K Sell
9,660
-21,560
-69% -$1.71M 0.02% 559
2019
Q1 		$2.17M Sell
31,220
-34,020
-52% -$2.45M 0.04% 317
2018
Q4 		$3.98M Sell
65,240
-14,952
-19% -$911K 0.09% 209
2018
Q3 		$5.17M Buy
80,192
+21,420
+36% +$1.42M 0.1% 187
2018
Q2 		$3.85M Buy
58,772
+11,088
+23% +$729K 0.08% 229
2018
Q1 		$2.91M Buy
47,684
+21,168
+80% +$1.31M 0.06% 249
2017
Q4 		$1.51M Sell
26,516
-2,100
-7% -$111K 0.03% 360
2017
Q3 		$1.48M Buy
28,616
+10,752
+60% +$495K 0.03% 336
2017
Q2 		$759K Buy
17,864
+11,788
+194% +$478K 0.02% 476
2017
Q1 		$242K Buy
+6,076
New +$239K 0.01% 695

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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Meadow Creek Investment Management's LPLA Position: Q3 2019 in Review

Meadow Creek Investment Management increased its LPL Financial (LPLA) stake by 18% in Q3 2019, buying an estimated $139K and bringing the position to 11,396 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #505.

Meadow Creek Investment Management first reported a position in LPLA in Q1 2017 and has held it in 11 quarters since. The position peaked at $5.17M in Q3 2018. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

  • Meadow Creek Investment Management held 11,396 shares of LPL Financial worth $933K as of Q3 2019.
  • Meadow Creek Investment Management bought 1,736 LPL Financial shares in Q3 2019, an estimated $139K.
  • LPL Financial made up 0.02% of Meadow Creek Investment Management's portfolio in Q3 2019, its #505 holding.
  • Meadow Creek Investment Management first reported a position in LPL Financial in Q1 2017 and has held it in 11 quarters since.
  • Meadow Creek Investment Management's LPL Financial position peaked at $5.17M in Q3 2018.
  • 312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Meadow Creek Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.