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TFS Capital’s LPL Financial LPLA Stock Holding History

TFS 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
2014
Q2 		– Sell
-10,666
Closed -$560K – 1249
2014
Q1 		$560K Sell
10,666
-4,641
-30% -$245K 0.04% 687
2013
Q4 		$720K Buy
+15,307
New +$642K 0.03% 679

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

TFS Capital's LPLA Position: Q2 2014 in Review

TFS Capital sold out of LPL Financial (LPLA) in Q2 2014, closing a stake of 10,666 shares — an estimated $560K sold.

TFS Capital first reported a position in LPLA in Q4 2013 and held it in 2 quarters. The position peaked at $720K in Q4 2013. 180 funds tracked by Wall St. Rank hold LPLA as of Q2 2014.

  • TFS Capital reported no remaining LPL Financial position as of Q2 2014 after selling out during the quarter.
  • TFS Capital sold 10,666 LPL Financial shares in Q2 2014, an estimated $560K.
  • TFS Capital first reported a position in LPL Financial in Q4 2013 and held it in 2 quarters.
  • TFS Capital's LPL Financial position peaked at $720K in Q4 2013.
  • 180 funds tracked by Wall St. Rank held LPL Financial as of Q2 2014.

Based on TFS Capital's 13F filing for Q2 2014, filed 21 Jul 2014.