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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return