Princeton Alpha Management’s LPL Financial LPLA Stock Holding History

Princeton Alpha Management’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 Q2	–	Sell	-5,452	Closed	-$217K	–	212
2017 Q1	$217K	Sell	5,452 -17,890	-77%	-$703K	0.07%	455
2016 Q4	$822K	Buy	+23,342	New	+$816K	0.17%	199
2014 Q4	–	Sell	-5,172	Closed	-$238K	–	771
2014 Q3	$238K	Buy	+5,172	New	+$249K	0.05%	506
2014 Q2	–	Sell	-13,934	Closed	-$732K	–	783
2014 Q1	$732K	Buy	+13,934	New	+$736K	0.23%	114

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Princeton Alpha Management's LPLA Position: Q2 2017 in Review

Princeton Alpha Management sold out of LPL Financial (LPLA) in Q2 2017, closing a stake of 5,452 shares — an estimated $217K sold.

Princeton Alpha Management first reported a position in LPLA in Q1 2014 and held it in 4 quarters. The position peaked at $822K in Q4 2016. 197 funds tracked by Wall St. Rank hold LPLA as of Q2 2017.

Princeton Alpha Management reported no remaining LPL Financial position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 5,452 LPL Financial shares in Q2 2017, an estimated $217K.
Princeton Alpha Management first reported a position in LPL Financial in Q1 2014 and held it in 4 quarters.
Princeton Alpha Management's LPL Financial position peaked at $822K in Q4 2016.
197 funds tracked by Wall St. Rank held LPL Financial as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.