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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

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BlackRock
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SC
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Invesco
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CCP
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return