SCA
LPLA icon

SAC Capital Advisors’s LPL Financial LPLA Stock Holding History

SAC Capital Advisors’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
Q2 		– Sell
-33,829
Closed -$1.78M – 583
2014
Q1 		$1.78M Buy
33,829
+26,029
+334% +$1.37M 0.01% 781
2013
Q4 		$367K Sell
7,800
-3,343
-30% -$140K ﹤0.01% 1318
2013
Q3 		$427K Buy
11,143
+1,841
+20% +$70.4K ﹤0.01% 1222
2013
Q2 		$351K Buy
+9,302
New +$333K ﹤0.01% 1230

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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAC Capital Advisors's LPLA Position: Q2 2014 in Review

SAC Capital Advisors sold out of LPL Financial (LPLA) in Q2 2014, closing a stake of 33,829 shares — an estimated $1.78M sold.

SAC Capital Advisors first reported a position in LPLA in Q2 2013 and held it in 4 quarters. The position peaked at $1.78M in Q1 2014. 180 funds tracked by Wall St. Rank hold LPLA as of Q2 2014.

  • SAC Capital Advisors reported no remaining LPL Financial position as of Q2 2014 after selling out during the quarter.
  • SAC Capital Advisors sold 33,829 LPL Financial shares in Q2 2014, an estimated $1.78M.
  • SAC Capital Advisors first reported a position in LPL Financial in Q2 2013 and held it in 4 quarters.
  • SAC Capital Advisors's LPL Financial position peaked at $1.78M in Q1 2014.
  • 180 funds tracked by Wall St. Rank held LPL Financial as of Q2 2014.

Based on SAC Capital Advisors's 13F filing for Q2 2014.