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National Planning Corporation’s LPL Financial LPLA Stock Holding History

National Planning Corporation’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
-81
Closed -$3.54K – 1448
2014
Q4 		$3.54K Buy
+81
New +$3.48K ﹤0.01% 2437

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
T. Rowe Price Associates
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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

National Planning Corporation's LPLA Position: Q1 2015 in Review

National Planning Corporation sold out of LPL Financial (LPLA) in Q1 2015, closing a stake of 81 shares — an estimated $3.54K sold.

National Planning Corporation first reported a position in LPLA in Q4 2014 and held it in 1 quarter. The position peaked at $3.54K in Q4 2014. 171 funds tracked by Wall St. Rank hold LPLA as of Q1 2015.

  • National Planning Corporation reported no remaining LPL Financial position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 81 LPL Financial shares in Q1 2015, an estimated $3.54K.
  • National Planning Corporation first reported a position in LPL Financial in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's LPL Financial position peaked at $3.54K in Q4 2014.
  • 171 funds tracked by Wall St. Rank held LPL Financial as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.