TA
LPLA icon

Teachers Advisors’s LPL Financial LPLA Stock Holding History

Teachers 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
2019
Q1 		$20.3M Buy
291,631
+26,795
+10% +$1.93M 0.02% 647
2018
Q4 		$16.2M Buy
264,836
+6,685
+3% +$408K 0.02% 693
2018
Q3 		$16.7M Buy
258,151
+3,785
+1% +$251K 0.02% 818
2018
Q2 		$16.7M Buy
254,366
+18,926
+8% +$1.24M 0.02% 841
2018
Q1 		$14.4M Buy
235,440
+20,613
+10% +$1.28M 0.02% 880
2017
Q4 		$12.3M Buy
214,827
+1,982
+0.9% +$104K 0.02% 959
2017
Q3 		$11M Buy
212,845
+1,871
+0.9% +$86.1K 0.01% 993
2017
Q2 		$8.96M Buy
210,974
+11,069
+6% +$449K 0.01% 1045
2017
Q1 		$7.96M Buy
199,905
+68,555
+52% +$2.69M 0.01% 1077
2016
Q4 		$4.63M Sell
131,350
-37,113
-22% -$1.3M 0.01% 1321
2016
Q3 		$5.04M Buy
168,463
+44,210
+36% +$1.2M 0.01% 1210
2016
Q2 		$2.8M Buy
124,253
+61,348
+98% +$1.54M ﹤0.01% 1459
2016
Q1 		$1.56M Sell
62,905
-25,920
-29% -$700K ﹤0.01% 1716
2015
Q4 		$3.79M Buy
88,825
+27,790
+46% +$1.18M 0.01% 1245
2015
Q3 		$2.43M Buy
61,035
+2,218
+4% +$95.4K ﹤0.01% 1453
2015
Q2 		$2.73M Buy
58,817
+1,523
+3% +$65.9K 0.01% 1486
2015
Q1 		$2.51M Hold
57,294
– – ﹤0.01% 1499
2014
Q4 		$2.55M Sell
57,294
-3,090
-5% -$133K ﹤0.01% 1470
2014
Q3 		$2.78M Buy
60,384
+3,570
+6% +$172K 0.01% 1390
2014
Q2 		$2.83M Buy
56,814
+18,495
+48% +$897K 0.01% 1405
2014
Q1 		$2.01M Buy
38,319
+1,820
+5% +$96.1K ﹤0.01% 1582
2013
Q4 		$1.72M Buy
36,499
+3,323
+10% +$139K ﹤0.01% 1655
2013
Q3 		$1.27M Sell
33,176
-2
-0% -$76 ﹤0.01% 1777
2013
Q2 		$1.25M Buy
+33,178
New +$1.19M ﹤0.01% 1715

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Teachers Advisors's LPLA Position: Q1 2019 in Review

Teachers Advisors increased its LPL Financial (LPLA) stake by 10% in Q1 2019, buying an estimated $1.93M and bringing the position to 291,631 shares worth $20.3M. The position accounts for 0.02% of the portfolio, ranked #647.

Teachers Advisors first reported a position in LPLA in Q2 2013 and has held it in 24 quarters since. 320 funds tracked by Wall St. Rank hold LPLA as of Q1 2019.

  • Teachers Advisors held 291,631 shares of LPL Financial worth $20.3M as of Q1 2019.
  • Teachers Advisors bought 26,795 LPL Financial shares in Q1 2019, an estimated $1.93M.
  • LPL Financial made up 0.02% of Teachers Advisors's portfolio in Q1 2019, its #647 holding.
  • Teachers Advisors first reported a position in LPL Financial in Q2 2013 and has held it in 24 quarters since.
  • 320 funds tracked by Wall St. Rank held LPL Financial as of Q1 2019.

Based on Teachers Advisors's 13F filing for Q1 2019, filed 14 May 2019.