SCA
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Secor Capital Advisors’s LPL Financial LPLA Stock Holding History

Secor 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
2018
Q3 		– Sell
-25,178
Closed -$1.65M – 509
2018
Q2 		$1.65M Sell
25,178
-31,184
-55% -$2.05M 0.14% 226
2018
Q1 		$3.44M Buy
+56,362
New +$3.49M 0.28% 115
2015
Q2 		– Sell
-6,338
Closed -$278K – 495
2015
Q1 		$278K Buy
+6,338
New +$280K 0.11% 331
2014
Q4 		– Sell
-18,911
Closed -$871K – 425
2014
Q3 		$871K Buy
+18,911
New +$911K 0.49% 48

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return