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Nuance Investments’s LPL Financial LPLA Stock Holding History

Nuance Investments’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
2015
Q4 		– Sell
-348,415
Closed -$13.9M – 59
2015
Q3 		$13.9M Sell
348,415
-154,646
-31% -$6.65M 1.51% 22
2015
Q2 		$23.4M Buy
503,061
+452,718
+899% +$19.6M 2.27% 22
2015
Q1 		$2.21M Buy
50,343
+9,109
+22% +$403K 0.22% 30
2014
Q4 		$1.84M Buy
+41,234
New +$1.77M 0.19% 24

Other funds holding LPLA

FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Nuance Investments's LPLA Position: Q4 2015 in Review

Nuance Investments sold out of LPL Financial (LPLA) in Q4 2015, closing a stake of 348,415 shares — an estimated $13.9M sold.

Nuance Investments first reported a position in LPLA in Q4 2014 and held it in 4 quarters. The position peaked at $23.4M in Q2 2015. 166 funds tracked by Wall St. Rank hold LPLA as of Q4 2015.

  • Nuance Investments reported no remaining LPL Financial position as of Q4 2015 after selling out during the quarter.
  • Nuance Investments sold 348,415 LPL Financial shares in Q4 2015, an estimated $13.9M.
  • Nuance Investments first reported a position in LPL Financial in Q4 2014 and held it in 4 quarters.
  • Nuance Investments's LPL Financial position peaked at $23.4M in Q2 2015.
  • 166 funds tracked by Wall St. Rank held LPL Financial as of Q4 2015.

Based on Nuance Investments's 13F filing for Q4 2015, filed 9 Feb 2016.