NFA
LPLA icon

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 $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Nationwide Fund Advisors's LPLA Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of LPL Financial (LPLA) in Q4 2017, closing a stake of 150,801 shares — an estimated $7.78M sold.

Nationwide Fund Advisors first reported a position in LPLA in Q2 2013 and held it in 13 quarters. The position peaked at $12.7M in Q4 2013. 243 funds tracked by Wall St. Rank hold LPLA as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining LPL Financial position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 150,801 LPL Financial shares in Q4 2017, an estimated $7.78M.
  • Nationwide Fund Advisors first reported a position in LPL Financial in Q2 2013 and held it in 13 quarters.
  • Nationwide Fund Advisors's LPL Financial position peaked at $12.7M in Q4 2013.
  • 243 funds tracked by Wall St. Rank held LPL Financial as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.