SSP
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Sapphire Star Partners’s LPL Financial LPLA Stock Holding History

Sapphire Star 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
2018
Q4 		$1.08M Buy
17,757
+375
+2% +$22.9K 1.45% 15
2018
Q3 		$1.12M Buy
17,382
+3,519
+25% +$233K 1.12% 25
2018
Q2 		$909K Buy
13,863
+606
+5% +$39.8K 0.94% 34
2018
Q1 		$810K Buy
13,257
+306
+2% +$19K 0.89% 34
2017
Q4 		$740K Buy
+12,951
New +$681K 0.88% 37

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Sapphire Star Partners's LPLA Position: Q4 2018 in Review

Sapphire Star Partners increased its LPL Financial (LPLA) stake by 2.2% in Q4 2018, buying an estimated $22.9K and bringing the position to 17,757 shares worth $1.08M. The position accounts for 1.45% of the portfolio, ranked #15.

Sapphire Star Partners first reported a position in LPLA in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2018. 275 funds tracked by Wall St. Rank hold LPLA as of Q4 2018.

  • Sapphire Star Partners held 17,757 shares of LPL Financial worth $1.08M as of Q4 2018.
  • Sapphire Star Partners bought 375 LPL Financial shares in Q4 2018, an estimated $22.9K.
  • LPL Financial made up 1.45% of Sapphire Star Partners's portfolio in Q4 2018, its #15 holding.
  • Sapphire Star Partners first reported a position in LPL Financial in Q4 2017 and has held it in 5 quarters since.
  • Sapphire Star Partners's LPL Financial position peaked at $1.12M in Q3 2018.
  • 275 funds tracked by Wall St. Rank held LPL Financial as of Q4 2018.

Based on Sapphire Star Partners's 13F filing for Q4 2018, filed 12 Feb 2019.