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Salzman & Co’s LPL Financial LPLA Stock Holding History

Salzman & Co’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
2015
Q1 		– Sell
-562,785
Closed -$25.1M – 15
2014
Q4 		$25.1M Buy
562,785
+7,968
+1% +$343K 5.61% 8
2014
Q3 		$25.5M Buy
554,817
+27,060
+5% +$1.3M 6.14% 10
2014
Q2 		$26.3M Buy
+527,757
New +$25.6M 8.51% 6

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 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 $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 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 $38.4B AUM 25.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Salzman & Co's LPLA Position: Q1 2015 in Review

Salzman & Co sold out of LPL Financial (LPLA) in Q1 2015, closing a stake of 562,785 shares — an estimated $25.1M sold.

Salzman & Co first reported a position in LPLA in Q2 2014 and held it in 3 quarters. The position peaked at $26.3M in Q2 2014. 171 funds tracked by Wall St. Rank hold LPLA as of Q1 2015.

  • Salzman & Co reported no remaining LPL Financial position as of Q1 2015 after selling out during the quarter.
  • Salzman & Co sold 562,785 LPL Financial shares in Q1 2015, an estimated $25.1M.
  • Salzman & Co first reported a position in LPL Financial in Q2 2014 and held it in 3 quarters.
  • Salzman & Co's LPL Financial position peaked at $26.3M in Q2 2014.
  • 171 funds tracked by Wall St. Rank held LPL Financial as of Q1 2015.

Based on Salzman & Co's 13F filing for Q1 2015, filed 14 May 2015.