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Proficio Capital Partners’s LPL Financial LPLA Stock Holding History

Proficio 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
2019
Q3 		– Sell
-43
Closed -$4K – 918
2019
Q2 		$4K Buy
43
+8
+23% +$633 ﹤0.01% 1298
2019
Q1 		$2K Hold
35
– – ﹤0.01% 1378
2018
Q4 		$2K Sell
35
-16
-31% -$975 ﹤0.01% 1023
2018
Q3 		$3K Hold
51
– – ﹤0.01% 1046
2018
Q2 		$3K Buy
51
+16
+46% +$1.05K ﹤0.01% 1082
2018
Q1 		$2K Hold
35
– – ﹤0.01% 1127
2017
Q4 		$2K Hold
35
– – ﹤0.01% 1115
2017
Q3 		$2K Hold
35
– – ﹤0.01% 1103
2017
Q2 		$2K Sell
35
-54
-61% -$2.19K ﹤0.01% 1097
2017
Q1 		$3K Buy
+89
New +$3.5K ﹤0.01% 1079

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Proficio Capital Partners's LPLA Position: Q3 2019 in Review

Proficio Capital Partners sold out of LPL Financial (LPLA) in Q3 2019, closing a stake of 43 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in LPLA in Q1 2017 and held it in 10 quarters. The position peaked at $4K in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

  • Proficio Capital Partners reported no remaining LPL Financial position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 43 LPL Financial shares in Q3 2019, an estimated $4K.
  • Proficio Capital Partners first reported a position in LPL Financial in Q1 2017 and held it in 10 quarters.
  • Proficio Capital Partners's LPL Financial position peaked at $4K in Q2 2019.
  • 312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.