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Pivot Point Capital Partners’s LPL Financial LPLA Stock Holding History

Pivot Point Capital Partners’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
2014
Q2 		– Sell
-328,861
Closed -$17.3M – 11
2014
Q1 		$17.3M Sell
328,861
-194,922
-37% -$10.3M 7.21% 8
2013
Q4 		$24.6M Hold
523,783
– – 10.63% 5
2013
Q3 		$20.1M Hold
523,783
– – 8.94% 8
2013
Q2 		$19.8M Buy
+523,783
New +$18.7M 10.54% 5

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pivot Point Capital Partners's LPLA Position: Q2 2014 in Review

Pivot Point Capital Partners sold out of LPL Financial (LPLA) in Q2 2014, closing a stake of 328,861 shares — an estimated $17.3M sold.

Pivot Point Capital Partners first reported a position in LPLA in Q2 2013 and held it in 4 quarters. The position peaked at $24.6M in Q4 2013. 180 funds tracked by Wall St. Rank hold LPLA as of Q2 2014.

  • Pivot Point Capital Partners reported no remaining LPL Financial position as of Q2 2014 after selling out during the quarter.
  • Pivot Point Capital Partners sold 328,861 LPL Financial shares in Q2 2014, an estimated $17.3M.
  • Pivot Point Capital Partners first reported a position in LPL Financial in Q2 2013 and held it in 4 quarters.
  • Pivot Point Capital Partners's LPL Financial position peaked at $24.6M in Q4 2013.
  • 180 funds tracked by Wall St. Rank held LPL Financial as of Q2 2014.

Based on Pivot Point Capital Partners's 13F filing for Q2 2014, filed 8 Aug 2014.