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Symphony Asset Management’s LPL Financial LPLA Stock Holding History

Symphony Asset 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
2018
Q4 		– Sell
-3,406
Closed -$220K – 195
2018
Q3 		$220K Sell
3,406
-442
-11% -$29.3K 0.06% 168
2018
Q2 		$248K Sell
3,848
-10,925
-74% -$718K 0.05% 207
2018
Q1 		$903K Sell
14,773
-10,795
-42% -$669K 0.12% 173
2017
Q4 		$1.46M Buy
25,568
+2,770
+12% +$146K 0.15% 153
2017
Q3 		$1.18M Sell
22,798
-1,684
-7% -$77.5K 0.13% 163
2017
Q2 		$1.04M Sell
24,482
-4,398
-15% -$178K 0.12% 181
2017
Q1 		$1.15M Buy
28,880
+2,410
+9% +$94.7K 0.11% 188
2016
Q4 		$932K Buy
+26,470
New +$925K 0.1% 205

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