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Spring Creek Capital’s LPL Financial LPLA Stock Holding History

Spring Creek Capital’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
2018
Q3 		– Sell
-8,072
Closed -$529K – 388
2018
Q2 		$529K Buy
+8,072
New +$530K 0.06% 369

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spring Creek Capital's LPLA Position: Q3 2018 in Review

Spring Creek Capital sold out of LPL Financial (LPLA) in Q3 2018, closing a stake of 8,072 shares — an estimated $529K sold.

Spring Creek Capital first reported a position in LPLA in Q2 2018 and held it in 1 quarter. The position peaked at $529K in Q2 2018. 292 funds tracked by Wall St. Rank hold LPLA as of Q3 2018.

  • Spring Creek Capital reported no remaining LPL Financial position as of Q3 2018 after selling out during the quarter.
  • Spring Creek Capital sold 8,072 LPL Financial shares in Q3 2018, an estimated $529K.
  • Spring Creek Capital first reported a position in LPL Financial in Q2 2018 and held it in 1 quarter.
  • Spring Creek Capital's LPL Financial position peaked at $529K in Q2 2018.
  • 292 funds tracked by Wall St. Rank held LPL Financial as of Q3 2018.

Based on Spring Creek Capital's 13F filing for Q3 2018, filed 13 Nov 2018.