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TLP Group’s LPL Financial LPLA Stock Holding History

TLP Group’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
Q1 		– Sell
-14
Closed -$1K – 523
2017
Q4 		$1K Buy
+14
New +$737 ﹤0.01% 548
2017
Q3 		– Sell
-154
Closed -$7K – 604
2017
Q2 		$7K Buy
+154
New +$6.25K 0.01% 233
2016
Q4 		– Sell
-5,476
Closed -$164K – 327
2016
Q3 		$164K Buy
+5,476
New +$148K 0.17% 95

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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 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
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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

TLP Group's LPLA Position: Q1 2018 in Review

TLP Group sold out of LPL Financial (LPLA) in Q1 2018, closing a stake of 14 shares — an estimated $1K sold.

TLP Group first reported a position in LPLA in Q3 2016 and held it in 3 quarters. The position peaked at $164K in Q3 2016. 290 funds tracked by Wall St. Rank hold LPLA as of Q1 2018.

  • TLP Group reported no remaining LPL Financial position as of Q1 2018 after selling out during the quarter.
  • TLP Group sold 14 LPL Financial shares in Q1 2018, an estimated $1K.
  • TLP Group first reported a position in LPL Financial in Q3 2016 and held it in 3 quarters.
  • TLP Group's LPL Financial position peaked at $164K in Q3 2016.
  • 290 funds tracked by Wall St. Rank held LPL Financial as of Q1 2018.

Based on TLP Group's 13F filing for Q1 2018, filed 16 May 2018.