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Meridian Wealth Management’s LPL Financial LPLA Stock Holding History

Meridian Wealth 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
Q1 		– Sell
-6,125
Closed -$316K – 191
2017
Q4 		$316K Hold
6,125
– – 0.19% 120
2017
Q3 		$316K Buy
+6,125
New +$282K 0.2% 117

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Meridian Wealth Management's LPLA Position: Q1 2018 in Review

Meridian Wealth Management sold out of LPL Financial (LPLA) in Q1 2018, closing a stake of 6,125 shares — an estimated $316K sold.

Meridian Wealth Management first reported a position in LPLA in Q3 2017 and held it in 2 quarters. The position peaked at $316K in Q4 2017. 290 funds tracked by Wall St. Rank hold LPLA as of Q1 2018.

  • Meridian Wealth Management reported no remaining LPL Financial position as of Q1 2018 after selling out during the quarter.
  • Meridian Wealth Management sold 6,125 LPL Financial shares in Q1 2018, an estimated $316K.
  • Meridian Wealth Management first reported a position in LPL Financial in Q3 2017 and held it in 2 quarters.
  • Meridian Wealth Management's LPL Financial position peaked at $316K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held LPL Financial as of Q1 2018.

Based on Meridian Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.