TCIM
LPLA icon

TIAA CREF Investment Management’s LPL Financial LPLA Stock Holding History

TIAA CREF Investment 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
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 		$10.7M 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

Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TIAA CREF Investment Management's LPLA Position: Q1 2019 in Review

TIAA CREF Investment Management reduced its LPL Financial (LPLA) stake by 50% in Q1 2019, selling an estimated $34.2M and leaving 481,900 shares worth $33.6M. The position accounts for 0.02% of the portfolio, ranked #510.

TIAA CREF Investment Management first reported a position in LPLA in Q2 2013 and has held it in 24 quarters since. The position peaked at $63.7M in Q2 2018. 320 funds tracked by Wall St. Rank hold LPLA as of Q1 2019.

  • TIAA CREF Investment Management held 481,900 shares of LPL Financial worth $33.6M as of Q1 2019.
  • TIAA CREF Investment Management sold 474,204 LPL Financial shares in Q1 2019, an estimated $34.2M.
  • LPL Financial made up 0.02% of TIAA CREF Investment Management's portfolio in Q1 2019, its #510 holding.
  • TIAA CREF Investment Management first reported a position in LPL Financial in Q2 2013 and has held it in 24 quarters since.
  • TIAA CREF Investment Management's LPL Financial position peaked at $63.7M in Q2 2018.
  • 320 funds tracked by Wall St. Rank held LPL Financial as of Q1 2019.

Based on TIAA CREF Investment Management's 13F filing for Q1 2019, filed 14 May 2019.