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Next Financial Group’s LG Display LPL Stock Holding History

Next Financial Group’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed – – 1877
2015
Q3 		$0 Hold
100
– – ﹤0.01% 1895
2015
Q2 		$1K Hold
100
– – ﹤0.01% 1770
2015
Q1 		$1K Hold
100
– – ﹤0.01% 1779
2014
Q4 		$2K Sell
100
-200
-67% -$3.08K ﹤0.01% 1727
2014
Q3 		$5K Buy
+300
New +$4.93K ﹤0.01% 2058

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Next Financial Group's LPL Position: Q4 2015 in Review

Next Financial Group sold out of LG Display (LPL) in Q4 2015, closing a stake of 100 shares.

Next Financial Group first reported a position in LPL in Q3 2014 and held it in 5 quarters. The position peaked at $5K in Q3 2014. 105 funds tracked by Wall St. Rank hold LPL as of Q4 2015.

  • Next Financial Group reported no remaining LG Display position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 100 LG Display shares in Q4 2015.
  • Next Financial Group first reported a position in LG Display in Q3 2014 and held it in 5 quarters.
  • Next Financial Group's LG Display position peaked at $5K in Q3 2014.
  • 105 funds tracked by Wall St. Rank held LG Display as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.