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

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

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Ramsey Quantitative Systems's LPLA Position: Q4 2018 in Review

Ramsey Quantitative Systems sold out of LPL Financial (LPLA) in Q4 2018, closing a stake of 5,349 shares — an estimated $345K sold.

Ramsey Quantitative Systems first reported a position in LPLA in Q4 2015 and held it in 6 quarters. The position peaked at $1.1M in Q4 2015. 275 funds tracked by Wall St. Rank hold LPLA as of Q4 2018.

Ramsey Quantitative Systems reported no remaining LPL Financial position as of Q4 2018 after selling out during the quarter.
Ramsey Quantitative Systems sold 5,349 LPL Financial shares in Q4 2018, an estimated $345K.
Ramsey Quantitative Systems first reported a position in LPL Financial in Q4 2015 and held it in 6 quarters.
Ramsey Quantitative Systems's LPL Financial position peaked at $1.1M in Q4 2015.
275 funds tracked by Wall St. Rank held LPL Financial as of Q4 2018.

Based on Ramsey Quantitative Systems's 13F filing for Q4 2018, filed 7 Feb 2019.