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Mosaic Family Wealth’s LPL Financial LPLA Stock Holding History

Mosaic Family Wealth’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
-95
Closed -$2K – 808
2016
Q1 		$2K Buy
+95
New +$2.56K ﹤0.01% 710

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 $999B AUM 46.22% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 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 $8.09B AUM 21.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Mosaic Family Wealth's LPLA Position: Q2 2016 in Review

Mosaic Family Wealth sold out of LPL Financial (LPLA) in Q2 2016, closing a stake of 95 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in LPLA in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 145 funds tracked by Wall St. Rank hold LPLA as of Q2 2016.

  • Mosaic Family Wealth reported no remaining LPL Financial position as of Q2 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 95 LPL Financial shares in Q2 2016, an estimated $2K.
  • Mosaic Family Wealth first reported a position in LPL Financial in Q1 2016 and held it in 1 quarter.
  • Mosaic Family Wealth's LPL Financial position peaked at $2K in Q1 2016.
  • 145 funds tracked by Wall St. Rank held LPL Financial as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.