Santori & Peters Inc’s LPL Financial LPLA Stock Holding History

Santori & Peters Inc’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 Q1	–	Sell	-65	Closed	-$4K	–	323
2017 Q4	$4K	Buy	+65	New	+$3.42K	﹤0.01%	481

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Santori & Peters Inc's LPLA Position: Q1 2018 in Review

Santori & Peters Inc sold out of LPL Financial (LPLA) in Q1 2018, closing a stake of 65 shares — an estimated $4K sold.

Santori & Peters Inc first reported a position in LPLA in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 290 funds tracked by Wall St. Rank hold LPLA as of Q1 2018.

Santori & Peters Inc reported no remaining LPL Financial position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 65 LPL Financial shares in Q1 2018, an estimated $4K.
Santori & Peters Inc first reported a position in LPL Financial in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's LPL Financial position peaked at $4K in Q4 2017.
290 funds tracked by Wall St. Rank held LPL Financial as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.