Nair Vinay’s LPL Financial LPLA Stock Holding History

Nair Vinay’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
2015 Q1	–	Sell	-14,359	Closed	-$640K	–	431
2014 Q4	$640K	Buy	+14,359	New	+$618K	0.78%	24

Other funds holding LPLA

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Nair Vinay's LPLA Position: Q1 2015 in Review

Nair Vinay sold out of LPL Financial (LPLA) in Q1 2015, closing a stake of 14,359 shares — an estimated $640K sold.

Nair Vinay first reported a position in LPLA in Q4 2014 and held it in 1 quarter. The position peaked at $640K in Q4 2014. 171 funds tracked by Wall St. Rank hold LPLA as of Q1 2015.

Nair Vinay reported no remaining LPL Financial position as of Q1 2015 after selling out during the quarter.
Nair Vinay sold 14,359 LPL Financial shares in Q1 2015, an estimated $640K.
Nair Vinay first reported a position in LPL Financial in Q4 2014 and held it in 1 quarter.
Nair Vinay's LPL Financial position peaked at $640K in Q4 2014.
171 funds tracked by Wall St. Rank held LPL Financial as of Q1 2015.

Based on Nair Vinay's 13F filing for Q1 2015, filed 7 May 2015.