NKCFO LLC’s LPL Financial LPLA Stock Holding History

NKCFO LLC’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
2019 Q3	–	Sell	-2,400	Closed	-$196K	–	107
2019 Q2	$196K	Buy	+2,400	New	+$190K	0.15%	64

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCIM

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

NKCFO LLC's LPLA Position: Q3 2019 in Review

NKCFO LLC sold out of LPL Financial (LPLA) in Q3 2019, closing a stake of 2,400 shares — an estimated $196K sold.

NKCFO LLC first reported a position in LPLA in Q2 2019 and held it in 1 quarter. The position peaked at $196K in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

NKCFO LLC reported no remaining LPL Financial position as of Q3 2019 after selling out during the quarter.
NKCFO LLC sold 2,400 LPL Financial shares in Q3 2019, an estimated $196K.
NKCFO LLC first reported a position in LPL Financial in Q2 2019 and held it in 1 quarter.
NKCFO LLC's LPL Financial position peaked at $196K in Q2 2019.
312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on NKCFO LLC's 13F filing for Q3 2019, filed 31 Oct 2019.