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Santa Fe Partners’s LPL Financial LPLA Stock Holding History

Santa Fe Partners’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
Q2 		– Sell
-22,693
Closed -$995K – 548
2015
Q1 		$995K Buy
+22,693
New +$1M 0.12% 309

Other funds holding LPLA

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FP
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SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Santa Fe Partners's LPLA Position: Q2 2015 in Review

Santa Fe Partners sold out of LPL Financial (LPLA) in Q2 2015, closing a stake of 22,693 shares — an estimated $995K sold.

Santa Fe Partners first reported a position in LPLA in Q1 2015 and held it in 1 quarter. The position peaked at $995K in Q1 2015. 178 funds tracked by Wall St. Rank hold LPLA as of Q2 2015.

  • Santa Fe Partners reported no remaining LPL Financial position as of Q2 2015 after selling out during the quarter.
  • Santa Fe Partners sold 22,693 LPL Financial shares in Q2 2015, an estimated $995K.
  • Santa Fe Partners first reported a position in LPL Financial in Q1 2015 and held it in 1 quarter.
  • Santa Fe Partners's LPL Financial position peaked at $995K in Q1 2015.
  • 178 funds tracked by Wall St. Rank held LPL Financial as of Q2 2015.

Based on Santa Fe Partners's 13F filing for Q2 2015, filed 13 Aug 2015.