Shelton Capital Management’s LG Display LPL Stock Holding History

Shelton Capital Management’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-467	Closed	-$54K	–	866
2019 Q1	$54K	Sell	467 -53,533	-99%	-$477K	0.21%	102
2018 Q4	$442K	Hold	54,000	–	–	0.03%	338
2018 Q3	$468K	Hold	54,000	–	–	0.03%	377
2018 Q2	$445K	Hold	54,000	–	–	0.03%	393
2018 Q1	$653K	Hold	54,000	–	–	0.04%	298
2017 Q4	$743K	Buy	54,000 +7,000	+15%	+$94.2K	0.05%	283
2017 Q3	$631K	Hold	47,000	–	–	0.04%	301
2017 Q2	$755K	Hold	47,000	–	–	0.05%	271
2017 Q1	$640K	Hold	47,000	–	–	0.04%	308
2016 Q4	$604K	Hold	47,000	–	–	0.05%	317
2016 Q3	$598K	Hold	47,000	–	–	0.05%	311
2016 Q2	$545K	Buy	47,000 +7,000	+18%	+$75.5K	0.05%	350
2016 Q1	$457K	Buy	40,000 +25,000	+167%	+$242K	0.04%	391
2015 Q4	$157K	Buy	+15,000	New	+$151K	0.02%	726

Other funds holding LPL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Shelton Capital Management's LPL Position: Q2 2019 in Review

Shelton Capital Management sold out of LG Display (LPL) in Q2 2019, closing a stake of 467 shares — an estimated $54K sold.

Shelton Capital Management first reported a position in LPL in Q4 2015 and held it in 14 quarters. The position peaked at $755K in Q2 2017. 74 funds tracked by Wall St. Rank hold LPL as of Q2 2019.

Shelton Capital Management reported no remaining LG Display position as of Q2 2019 after selling out during the quarter.
Shelton Capital Management sold 467 LG Display shares in Q2 2019, an estimated $54K.
Shelton Capital Management first reported a position in LG Display in Q4 2015 and held it in 14 quarters.
Shelton Capital Management's LG Display position peaked at $755K in Q2 2017.
74 funds tracked by Wall St. Rank held LG Display as of Q2 2019.

Based on Shelton Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.