RIM
LPLA icon

Rainier Investment Management’s LPL Financial LPLA Stock Holding History

Rainier Investment 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
2014
Q3 		– Sell
-168,330
Closed -$8.37M – 199
2014
Q2 		$8.37M Sell
168,330
-155,510
-48% -$7.54M 0.13% 169
2014
Q1 		$17M Buy
+323,840
New +$17.1M 0.2% 145

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rainier Investment Management's LPLA Position: Q3 2014 in Review

Rainier Investment Management sold out of LPL Financial (LPLA) in Q3 2014, closing a stake of 168,330 shares — an estimated $8.37M sold.

Rainier Investment Management first reported a position in LPLA in Q1 2014 and held it in 2 quarters. The position peaked at $17M in Q1 2014. 175 funds tracked by Wall St. Rank hold LPLA as of Q3 2014.

  • Rainier Investment Management reported no remaining LPL Financial position as of Q3 2014 after selling out during the quarter.
  • Rainier Investment Management sold 168,330 LPL Financial shares in Q3 2014, an estimated $8.37M.
  • Rainier Investment Management first reported a position in LPL Financial in Q1 2014 and held it in 2 quarters.
  • Rainier Investment Management's LPL Financial position peaked at $17M in Q1 2014.
  • 175 funds tracked by Wall St. Rank held LPL Financial as of Q3 2014.

Based on Rainier Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.