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QCI Asset Management’s LPL Financial LPLA Stock Holding History

QCI Asset 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
2018
Q2 		– Sell
-350
Closed -$21K – 586
2018
Q1 		$21K Sell
350
-50
-13% -$3.1K ﹤0.01% 357
2017
Q4 		$23K Buy
+400
New +$21K ﹤0.01% 346

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

QCI Asset Management's LPLA Position: Q2 2018 in Review

QCI Asset Management sold out of LPL Financial (LPLA) in Q2 2018, closing a stake of 350 shares — an estimated $21K sold.

QCI Asset Management first reported a position in LPLA in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q4 2017. 294 funds tracked by Wall St. Rank hold LPLA as of Q2 2018.

  • QCI Asset Management reported no remaining LPL Financial position as of Q2 2018 after selling out during the quarter.
  • QCI Asset Management sold 350 LPL Financial shares in Q2 2018, an estimated $21K.
  • QCI Asset Management first reported a position in LPL Financial in Q4 2017 and held it in 2 quarters.
  • QCI Asset Management's LPL Financial position peaked at $23K in Q4 2017.
  • 294 funds tracked by Wall St. Rank held LPL Financial as of Q2 2018.

Based on QCI Asset Management's 13F filing for Q2 2018, filed 6 Aug 2018.