MFS
LPLA icon

MSI Financial Services’s LPL Financial LPLA Stock Holding History

MSI Financial Services’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
Q4 		$44K Sell
1,254
-268
-18% -$9.37K ﹤0.01% 1943
2016
Q3 		$46K Buy
1,522
+500
+49% +$13.5K ﹤0.01% 1870
2016
Q2 		$23K Buy
1,022
+1,000
+4,545% +$25.1K ﹤0.01% 2255
2016
Q1 		$1K Hold
22
– – ﹤0.01% 3758
2015
Q4 		$1K Buy
+22
New +$937 ﹤0.01% 3635

Other funds holding LPLA

SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

MSI Financial Services's LPLA Position: Q4 2016 in Review

MSI Financial Services reduced its LPL Financial (LPLA) stake by 18% in Q4 2016, selling an estimated $9.37K and leaving 1,254 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

MSI Financial Services first reported a position in LPLA in Q4 2015 and has held it in 5 quarters since. The position peaked at $46K in Q3 2016. 188 funds tracked by Wall St. Rank hold LPLA as of Q4 2016.

  • MSI Financial Services held 1,254 shares of LPL Financial worth $44K as of Q4 2016.
  • MSI Financial Services sold 268 LPL Financial shares in Q4 2016, an estimated $9.37K.
  • LPL Financial made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1943 holding.
  • MSI Financial Services first reported a position in LPL Financial in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's LPL Financial position peaked at $46K in Q3 2016.
  • 188 funds tracked by Wall St. Rank held LPL Financial as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.