Nationwide Fund Advisors’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-150,801
| Closed | -$7.78M | – | 1170 |
|
|
2017
Q3 | $7.78M | Buy |
150,801
+134,035
| +799% | +$6.91M | 0.03% | 799 |
|
|
2017
Q2 | $712K | Buy |
+16,766
| New | +$712K | ﹤0.01% | 1981 |
|
|
2016
Q1 | – | Sell |
-82,059
| Closed | -$3.5M | – | 3261 |
|
|
2015
Q4 | $3.5M | Sell |
82,059
-20,144
| -20% | -$859K | 0.02% | 1112 |
|
|
2015
Q3 | $4.07M | Buy |
102,203
+8,081
| +9% | +$321K | 0.02% | 1017 |
|
|
2015
Q2 | $4.38M | Sell |
94,122
-30,091
| -24% | -$1.4M | 0.02% | 1035 |
|
|
2015
Q1 | $5.45M | Buy |
124,213
+11,155
| +10% | +$489K | 0.02% | 951 |
|
|
2014
Q4 | $5.04M | Buy |
113,058
+21,240
| +23% | +$946K | 0.02% | 937 |
|
|
2014
Q3 | $4.23M | Sell |
91,818
-3,853
| -4% | -$177K | 0.02% | 1031 |
|
|
2014
Q2 | $4.76M | Sell |
95,671
-6,429
| -6% | -$320K | 0.02% | 1001 |
|
|
2014
Q1 | $5.36M | Sell |
102,100
-168,826
| -62% | -$8.87M | 0.02% | 839 |
|
|
2013
Q4 | $12.7M | Sell |
270,926
-17,404
| -6% | -$819K | 0.05% | 442 |
|
|
2013
Q3 | $11M | Buy |
288,330
+120,530
| +72% | +$4.62M | 0.05% | 483 |
|
|
2013
Q2 | $6.34M | Buy |
+167,800
| New | +$6.34M | 0.03% | 689 |
|