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Stux Capital Management’s LPL Financial LPLA Stock Holding History

Stux Capital 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
2014
Q2 		$2M Sell
40,200
-52,800
-57% -$2.56M 0.26% 121
2014
Q1 		$4.89M Buy
93,000
+10,300
+12% +$544K 0.6% 43
2013
Q4 		$3.89M Buy
82,700
+15,200
+23% +$638K 0.46% 59
2013
Q3 		$2.59M Buy
+67,500
New +$2.58M 0.34% 92

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stux Capital Management's LPLA Position: Q2 2014 in Review

Stux Capital Management reduced its LPL Financial (LPLA) stake by 57% in Q2 2014, selling an estimated $2.56M and leaving 40,200 shares worth $2M. The position accounts for 0.26% of the portfolio, ranked #121.

Stux Capital Management first reported a position in LPLA in Q3 2013 and has held it in 4 quarters since. The position peaked at $4.89M in Q1 2014. 180 funds tracked by Wall St. Rank hold LPLA as of Q2 2014.

  • Stux Capital Management held 40,200 shares of LPL Financial worth $2M as of Q2 2014.
  • Stux Capital Management sold 52,800 LPL Financial shares in Q2 2014, an estimated $2.56M.
  • LPL Financial made up 0.26% of Stux Capital Management's portfolio in Q2 2014, its #121 holding.
  • Stux Capital Management first reported a position in LPL Financial in Q3 2013 and has held it in 4 quarters since.
  • Stux Capital Management's LPL Financial position peaked at $4.89M in Q1 2014.
  • 180 funds tracked by Wall St. Rank held LPL Financial as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.