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Regal Investment Advisors’s LG Display LPL Stock Holding History

Regal Investment Advisors’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-22,096
Closed -$192K – 353
2018
Q3 		$192K Buy
22,096
+7,213
+48% +$66.5K 0.04% 301
2018
Q2 		$123K Buy
+14,883
New +$156K 0.04% 254

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Regal Investment Advisors's LPL Position: Q4 2018 in Review

Regal Investment Advisors sold out of LG Display (LPL) in Q4 2018, closing a stake of 22,096 shares — an estimated $192K sold.

Regal Investment Advisors first reported a position in LPL in Q2 2018 and held it in 2 quarters. The position peaked at $192K in Q3 2018. 84 funds tracked by Wall St. Rank hold LPL as of Q4 2018.

  • Regal Investment Advisors reported no remaining LG Display position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 22,096 LG Display shares in Q4 2018, an estimated $192K.
  • Regal Investment Advisors first reported a position in LG Display in Q2 2018 and held it in 2 quarters.
  • Regal Investment Advisors's LG Display position peaked at $192K in Q3 2018.
  • 84 funds tracked by Wall St. Rank held LG Display as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.