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Nine Chapters Capital Management’s LPL Financial LPLA Stock Holding History

Nine Chapters Capital Management’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
2014
Q2 		– Sell
-18,100
Closed -$951K – 1041
2014
Q1 		$951K Sell
18,100
-31,300
-63% -$1.65M 0.11% 272
2013
Q4 		$2.32M Sell
49,400
-65,400
-57% -$2.74M 0.23% 113
2013
Q3 		$4.4M Buy
+114,800
New +$4.39M 0.52% 31

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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
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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nine Chapters Capital Management's LPLA Position: Q2 2014 in Review

Nine Chapters Capital Management sold out of LPL Financial (LPLA) in Q2 2014, closing a stake of 18,100 shares — an estimated $951K sold.

Nine Chapters Capital Management first reported a position in LPLA in Q3 2013 and held it in 3 quarters. The position peaked at $4.4M in Q3 2013. 180 funds tracked by Wall St. Rank hold LPLA as of Q2 2014.

  • Nine Chapters Capital Management reported no remaining LPL Financial position as of Q2 2014 after selling out during the quarter.
  • Nine Chapters Capital Management sold 18,100 LPL Financial shares in Q2 2014, an estimated $951K.
  • Nine Chapters Capital Management first reported a position in LPL Financial in Q3 2013 and held it in 3 quarters.
  • Nine Chapters Capital Management's LPL Financial position peaked at $4.4M in Q3 2013.
  • 180 funds tracked by Wall St. Rank held LPL Financial as of Q2 2014.

Based on Nine Chapters Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.