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Partners Capital Investment Group’s LPL Financial LPLA Stock Holding History

Partners Capital Investment Group’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
2017
Q3 		– Sell
-3,499
Closed -$149K – 78
2017
Q2 		$149K Sell
3,499
-577,395
-99% -$23.4M 0.03% 39
2017
Q1 		$23.1M Buy
580,894
+38,780
+7% +$1.52M 4.62% 4
2016
Q4 		$19.1M Buy
542,114
+184,163
+51% +$6.44M 4.39% 4
2016
Q3 		$10.7M Buy
357,951
+6,582
+2% +$178K 2.63% 19
2016
Q2 		$7.92M Buy
351,369
+30,487
+10% +$766K 2.21% 20
2016
Q1 		$7.96M Buy
320,882
+9,402
+3% +$254K 2.32% 19
2015
Q4 		$13.3M Buy
+311,480
New +$13.3M 4.46% 12

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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

Partners Capital Investment Group's LPLA Position: Q3 2017 in Review

Partners Capital Investment Group sold out of LPL Financial (LPLA) in Q3 2017, closing a stake of 3,499 shares — an estimated $149K sold.

Partners Capital Investment Group first reported a position in LPLA in Q4 2015 and held it in 7 quarters. The position peaked at $23.1M in Q1 2017. 223 funds tracked by Wall St. Rank hold LPLA as of Q3 2017.

  • Partners Capital Investment Group reported no remaining LPL Financial position as of Q3 2017 after selling out during the quarter.
  • Partners Capital Investment Group sold 3,499 LPL Financial shares in Q3 2017, an estimated $149K.
  • Partners Capital Investment Group first reported a position in LPL Financial in Q4 2015 and held it in 7 quarters.
  • Partners Capital Investment Group's LPL Financial position peaked at $23.1M in Q1 2017.
  • 223 funds tracked by Wall St. Rank held LPL Financial as of Q3 2017.

Based on Partners Capital Investment Group's 13F filing for Q3 2017, filed 13 Nov 2017.