MA
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MUFG Americas’s LPL Financial LPLA Stock Holding History

MUFG Americas’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
Q4 		– Hold
0
– – – 781
2019
Q3 		– Hold
0
– – – 797
2019
Q2 		– Hold
0
– – – 852
2019
Q1 		– Hold
0
– – – 912
2018
Q1 		– Sell
-16,190
Closed -$925K – 927
2017
Q4 		$925K Hold
16,190
– – 0.03% 279
2017
Q3 		$835K Hold
16,190
– – 0.03% 291
2017
Q2 		$687K Buy
+16,190
New +$657K 0.02% 321

Other funds holding LPLA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return