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Simcah Management’s LPL Financial LPLA Stock Holding History

Simcah Management’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
2013
Q4 		$650K Buy
+13,812
New +$580K 0.75% 15

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Simcah Management's LPLA Position: Q4 2013 in Review

Simcah Management opened a new position in LPL Financial (LPLA) in Q4 2013: 13,812 shares worth $650K. The stake represents 0.75% of the portfolio and ranks #15 among its holdings.

182 funds tracked by Wall St. Rank hold LPLA as of Q4 2013.

  • Simcah Management held 13,812 shares of LPL Financial worth $650K as of Q4 2013.
  • LPL Financial was a new Simcah Management position in Q4 2013.
  • LPL Financial made up 0.75% of Simcah Management's portfolio in Q4 2013, its #15 holding.
  • 182 funds tracked by Wall St. Rank held LPL Financial as of Q4 2013.

Based on Simcah Management's 13F filing for Q4 2013, filed 14 Feb 2014.