RQS
LPLA icon

Ramsey Quantitative Systems’s LPL Financial LPLA Stock Holding History

Ramsey Quantitative Systems’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
Q4 		– Sell
-5,349
Closed -$345K – 388
2018
Q3 		$345K Buy
5,349
+440
+9% +$29.2K 0.34% 90
2018
Q2 		$322K Sell
4,909
-5,130
-51% -$337K 0.33% 120
2018
Q1 		$613K Buy
10,039
+5,150
+105% +$319K 0.64% 6
2017
Q4 		$279K Buy
+4,889
New +$257K 0.29% 107
2016
Q2 		– Sell
-37,231
Closed -$923K – 161
2016
Q1 		$923K Buy
37,231
+11,345
+44% +$306K 0.94% 7
2015
Q4 		$1.1M Buy
+25,886
New +$1.1M 1.16% 3

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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return