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Oakbrook Investments’s LPL Financial LPLA Stock Holding History

Oakbrook 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
2020
Q1 		– Sell
-3,550
Closed -$327K – 331
2019
Q4 		$327K Sell
3,550
-950
-21% -$81.5K 0.07% 440
2019
Q3 		$369K Hold
4,500
– – 0.02% 445
2019
Q2 		$367K Hold
4,500
– – 0.02% 450
2019
Q1 		$313K Sell
4,500
-250
-5% -$18K 0.02% 493
2018
Q4 		$290K Sell
4,750
-360
-7% -$21.9K 0.02% 480
2018
Q3 		$330K Buy
+5,110
New +$339K 0.02% 527
2018
Q2 		– Sell
-3,560
Closed -$217K – 588
2018
Q1 		$217K Buy
+3,560
New +$221K 0.01% 539

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Oakbrook Investments's LPLA Position: Q1 2020 in Review

Oakbrook Investments sold out of LPL Financial (LPLA) in Q1 2020, closing a stake of 3,550 shares — an estimated $327K sold.

Oakbrook Investments first reported a position in LPLA in Q1 2018 and held it in 7 quarters. The position peaked at $369K in Q3 2019. 297 funds tracked by Wall St. Rank hold LPLA as of Q1 2020.

  • Oakbrook Investments reported no remaining LPL Financial position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 3,550 LPL Financial shares in Q1 2020, an estimated $327K.
  • Oakbrook Investments first reported a position in LPL Financial in Q1 2018 and held it in 7 quarters.
  • Oakbrook Investments's LPL Financial position peaked at $369K in Q3 2019.
  • 297 funds tracked by Wall St. Rank held LPL Financial as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.