Nationwide Fund Advisors’s LPL Financial LPLA Stock Holding History

Nationwide Fund Advisors’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
2017 Q4	–	Sell	-150,801	Closed	-$7.78M	–	1170
2017 Q3	$7.78M	Buy	150,801 +134,035	+799%	+$6.17M	0.03%	799
2017 Q2	$712K	Buy	+16,766	New	+$680K	﹤0.01%	1981
2016 Q1	–	Sell	-82,059	Closed	-$3.5M	–	3261
2015 Q4	$3.5M	Sell	82,059 -20,144	-20%	-$858K	0.02%	1112
2015 Q3	$4.07M	Buy	102,203 +8,081	+9%	+$348K	0.02%	1017
2015 Q2	$4.38M	Sell	94,122 -30,091	-24%	-$1.3M	0.02%	1035
2015 Q1	$5.45M	Buy	124,213 +11,155	+10%	+$493K	0.02%	951
2014 Q4	$5.04M	Buy	113,058 +21,240	+23%	+$914K	0.02%	937
2014 Q3	$4.23M	Sell	91,818 -3,853	-4%	-$186K	0.02%	1031
2014 Q2	$4.76M	Sell	95,671 -6,429	-6%	-$312K	0.02%	1001
2014 Q1	$5.36M	Sell	102,100 -168,826	-62%	-$8.91M	0.02%	839
2013 Q4	$12.7M	Sell	270,926 -17,404	-6%	-$730K	0.05%	442
2013 Q3	$11M	Buy	288,330 +120,530	+72%	+$4.61M	0.05%	483
2013 Q2	$6.34M	Buy	+167,800	New	+$6M	0.03%	689

Other funds holding LPLA

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return