SMA
LPLA icon

Simply Money Advisors’s LPL Financial LPLA Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-100
Closed -$4K – 261
2013
Q2 		$4K Buy
+100
New +$3.58K ﹤0.01% 297

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 $580B AUM 38.23% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Simply Money Advisors's LPLA Position: Q3 2013 in Review

Simply Money Advisors sold out of LPL Financial (LPLA) in Q3 2013, closing a stake of 100 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in LPLA in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 149 funds tracked by Wall St. Rank hold LPLA as of Q3 2013.

  • Simply Money Advisors reported no remaining LPL Financial position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 100 LPL Financial shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in LPL Financial in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's LPL Financial position peaked at $4K in Q2 2013.
  • 149 funds tracked by Wall St. Rank held LPL Financial as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.