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Signature Estate & Investment Advisors’s LPL Financial LPLA Stock Holding History

Signature Estate & Investment 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
2020
Q2 		– Sell
-19,357
Closed -$1.05M – 151
2020
Q1 		$1.05M Buy
19,357
+1,799
+10% +$145K 0.08% 82
2019
Q4 		$1.62M Buy
17,558
+483
+3% +$41.5K 0.1% 75
2019
Q3 		$1.4M Buy
17,075
+359
+2% +$28.7K 0.09% 80
2019
Q2 		$1.36M Buy
16,716
+602
+4% +$47.6K 0.09% 85
2019
Q1 		$1.12M Buy
+16,114
New +$1.16M 0.08% 97

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Signature Estate & Investment Advisors's LPLA Position: Q2 2020 in Review

Signature Estate & Investment Advisors sold out of LPL Financial (LPLA) in Q2 2020, closing a stake of 19,357 shares — an estimated $1.05M sold.

Signature Estate & Investment Advisors first reported a position in LPLA in Q1 2019 and held it in 5 quarters. The position peaked at $1.62M in Q4 2019. 341 funds tracked by Wall St. Rank hold LPLA as of Q2 2020.

  • Signature Estate & Investment Advisors reported no remaining LPL Financial position as of Q2 2020 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 19,357 LPL Financial shares in Q2 2020, an estimated $1.05M.
  • Signature Estate & Investment Advisors first reported a position in LPL Financial in Q1 2019 and held it in 5 quarters.
  • Signature Estate & Investment Advisors's LPL Financial position peaked at $1.62M in Q4 2019.
  • 341 funds tracked by Wall St. Rank held LPL Financial as of Q2 2020.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.