PCIG
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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, United Kingdom $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 $7.13B AUM 21.51% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return