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LPL icon

SimplyRich’s LG Display LPL Stock Holding History

SimplyRich’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
2018
Q4 		– Sell
-23,603
Closed -$205K – 111
2018
Q3 		$205K Buy
23,603
+1,828
+8% +$16.9K 0.11% 157
2018
Q2 		$179K Hold
21,775
– – 0.1% 158
2018
Q1 		$263K Hold
21,775
– – 0.15% 149
2017
Q4 		$300K Buy
+21,775
New +$293K 0.17% 140

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SimplyRich's LPL Position: Q4 2018 in Review

SimplyRich sold out of LG Display (LPL) in Q4 2018, closing a stake of 23,603 shares — an estimated $205K sold.

SimplyRich first reported a position in LPL in Q4 2017 and held it in 4 quarters. The position peaked at $300K in Q4 2017. 84 funds tracked by Wall St. Rank hold LPL as of Q4 2018.

  • SimplyRich reported no remaining LG Display position as of Q4 2018 after selling out during the quarter.
  • SimplyRich sold 23,603 LG Display shares in Q4 2018, an estimated $205K.
  • SimplyRich first reported a position in LG Display in Q4 2017 and held it in 4 quarters.
  • SimplyRich's LG Display position peaked at $300K in Q4 2017.
  • 84 funds tracked by Wall St. Rank held LG Display as of Q4 2018.

Based on SimplyRich's 13F filing for Q4 2018, filed 7 Feb 2019.