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Segall Bryant & Hamill’s LPL Financial LPLA Stock Holding History

Segall Bryant & Hamill’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
-230,426
Closed -$10.1M – 561
2015
Q1 		$10.1M Sell
230,426
-15,823
-6% -$699K 0.23% 136
2014
Q4 		$11M Buy
246,249
+30,189
+14% +$1.3M 0.25% 132
2014
Q3 		$9.95M Buy
+216,060
New +$10.4M 0.23% 139

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
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 $865B AUM 30.76% 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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Segall Bryant & Hamill's LPLA Position: Q2 2015 in Review

Segall Bryant & Hamill sold out of LPL Financial (LPLA) in Q2 2015, closing a stake of 230,426 shares — an estimated $10.1M sold.

Segall Bryant & Hamill first reported a position in LPLA in Q3 2014 and held it in 3 quarters. The position peaked at $11M in Q4 2014. 178 funds tracked by Wall St. Rank hold LPLA as of Q2 2015.

  • Segall Bryant & Hamill reported no remaining LPL Financial position as of Q2 2015 after selling out during the quarter.
  • Segall Bryant & Hamill sold 230,426 LPL Financial shares in Q2 2015, an estimated $10.1M.
  • Segall Bryant & Hamill first reported a position in LPL Financial in Q3 2014 and held it in 3 quarters.
  • Segall Bryant & Hamill's LPL Financial position peaked at $11M in Q4 2014.
  • 178 funds tracked by Wall St. Rank held LPL Financial as of Q2 2015.

Based on Segall Bryant & Hamill's 13F filing for Q2 2015, filed 12 Aug 2015.