TIAA CREF Investment Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $33.6M | Sell |
481,900
-474,204
| -50% | -$34.2M | 0.02% | 510 |
|
|
2018
Q4 | $58.4M | Sell |
956,104
-4,674
| -0.5% | -$285K | 0.05% | 358 |
|
|
2018
Q3 | $62M | Sell |
960,778
-11,831
| -1% | -$784K | 0.04% | 375 |
|
|
2018
Q2 | $63.7M | Buy |
972,609
+320,153
| +49% | +$21M | 0.04% | 379 |
|
|
2018
Q1 | $39.8M | Buy |
652,456
+228,279
| +54% | +$14.1M | 0.03% | 512 |
|
|
2017
Q4 | $24.2M | Sell |
424,177
-255,471
| -38% | -$13.4M | 0.02% | 698 |
|
|
2017
Q3 | $35M | Sell |
679,648
-20,553
| -3% | -$946K | 0.02% | 546 |
|
|
2017
Q2 | $29.7M | Buy |
700,201
+77,470
| +12% | +$3.14M | 0.02% | 603 |
|
|
2017
Q1 | $24.8M | Buy |
622,731
+189,374
| +44% | +$7.44M | 0.02% | 668 |
|
|
2016
Q4 | $15.3M | Buy |
433,357
+74,639
| +21% | +$2.61M | 0.01% | 874 |
|
|
2016
Q3 | $10.7K | Sell |
358,718
-18,755
| -5% | -$507K | 0.01% | 1080 |
|
|
2016
Q2 | $8.5M | Buy |
377,473
+104,055
| +38% | +$2.61M | 0.01% | 1156 |
|
|
2016
Q1 | $6.78M | Sell |
273,418
-25,173
| -8% | -$680K | 0.01% | 1290 |
|
|
2015
Q4 | $12.7M | Sell |
298,591
-4,358
| -1% | -$186K | 0.01% | 943 |
|
|
2015
Q3 | $12M | Buy |
302,949
+30,854
| +11% | +$1.33M | 0.01% | 950 |
|
|
2015
Q2 | $12.7M | Sell |
272,095
-28,327
| -9% | -$1.23M | 0.01% | 1001 |
|
|
2015
Q1 | $13.2M | Buy |
300,422
+23,392
| +8% | +$1.03M | 0.01% | 971 |
|
|
2014
Q4 | $12.3M | Buy |
277,030
+6,808
| +3% | +$293K | 0.01% | 983 |
|
|
2014
Q3 | $12.4M | Buy |
270,222
+31,251
| +13% | +$1.51M | 0.01% | 962 |
|
|
2014
Q2 | $11.9M | Buy |
238,971
+30,394
| +15% | +$1.47M | 0.01% | 1047 |
|
|
2014
Q1 | $11M | Sell |
208,577
-1,643
| -0.8% | -$86.7K | 0.01% | 1077 |
|
|
2013
Q4 | $9.89M | Sell |
210,220
-2,845
| -1% | -$119K | 0.01% | 1149 |
|
|
2013
Q3 | $8.16M | Sell |
213,065
-13,874
| -6% | -$531K | 0.01% | 1220 |
|
|
2013
Q2 | $8.57M | Buy |
+226,939
| New | +$8.11M | 0.01% | 1143 |
|
Other funds holding LPLA
FPA
FCM
SC
SCA