PAM
LPLA icon

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

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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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return