QS Investors’s LPL Financial LPLA Stock Holding History

QS Investors’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
2020 Q3	–	Sell	-167	Closed	-$14K	–	1379
2020 Q2	$14K	Hold	167	–	–	﹤0.01%	1517
2020 Q1	$10K	Hold	167	–	–	﹤0.01%	1521
2019 Q4	$16K	Hold	167	–	–	﹤0.01%	1499
2019 Q3	$14K	Hold	167	–	–	﹤0.01%	1524
2019 Q2	$14K	Hold	167	–	–	﹤0.01%	1528
2019 Q1	$12K	Hold	167	–	–	﹤0.01%	1539
2018 Q4	$11K	Hold	167	–	–	﹤0.01%	1501
2018 Q3	$11K	Hold	167	–	–	﹤0.01%	1535
2018 Q2	$11K	Hold	167	–	–	﹤0.01%	1558
2018 Q1	$10K	Hold	167	–	–	﹤0.01%	1560
2017 Q4	$10K	Hold	167	–	–	﹤0.01%	1561
2017 Q3	$9K	Buy	+167	New	+$7.68K	﹤0.01%	1593
2016 Q1	–	Sell	-6	Closed	-$1K	–	2022
2015 Q4	$1K	Buy	+6	New	+$256	﹤0.01%	1703

Other funds holding LPLA

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCP

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

QS Investors's LPLA Position: Q3 2020 in Review

QS Investors sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 167 shares — an estimated $14K sold.

QS Investors first reported a position in LPLA in Q4 2015 and held it in 13 quarters. The position peaked at $16K in Q4 2019. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

QS Investors reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
QS Investors sold 167 LPL Financial shares in Q3 2020, an estimated $14K.
QS Investors first reported a position in LPL Financial in Q4 2015 and held it in 13 quarters.
QS Investors's LPL Financial position peaked at $16K in Q4 2019.
326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.