PI
LPLA icon

Placemark Investments’s LPL Financial LPLA Stock Holding History

Placemark 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
2014
Q4 		$254K Buy
5,750
+1,131
+24% +$48.6K ﹤0.01% 1468
2014
Q3 		$212K Buy
+4,619
New +$223K ﹤0.01% 1542
2014
Q2 		– Sell
-4,086
Closed -$215K – 1660
2014
Q1 		$215K Sell
4,086
-196
-5% -$10.3K ﹤0.01% 1483
2013
Q4 		$200K Buy
+4,282
New +$180K ﹤0.01% 1529

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Placemark Investments's LPLA Position: Q4 2014 in Review

Placemark Investments increased its LPL Financial (LPLA) stake by 24% in Q4 2014, buying an estimated $48.6K and bringing the position to 5,750 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Placemark Investments first reported a position in LPLA in Q4 2013 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold LPLA as of Q4 2014.

  • Placemark Investments held 5,750 shares of LPL Financial worth $254K as of Q4 2014.
  • Placemark Investments bought 1,131 LPL Financial shares in Q4 2014, an estimated $48.6K.
  • LPL Financial made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1468 holding.
  • Placemark Investments first reported a position in LPL Financial in Q4 2013 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held LPL Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.