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Trustmark National Bank Trust Department’s LPL Financial LPLA Stock Holding History

Trustmark National Bank Trust Department’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
Q3 		– Sell
-15
Closed -$1K – 402
2019
Q2 		$1K Hold
15
– – ﹤0.01% 539
2019
Q1 		$1K Hold
15
– – ﹤0.01% 547
2018
Q4 		$1K Hold
15
– – ﹤0.01% 537
2018
Q3 		$1K Buy
+15
New +$994 ﹤0.01% 552

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Trustmark National Bank Trust Department's LPLA Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of LPL Financial (LPLA) in Q3 2019, closing a stake of 15 shares — an estimated $1K sold.

Trustmark National Bank Trust Department first reported a position in LPLA in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

  • Trustmark National Bank Trust Department reported no remaining LPL Financial position as of Q3 2019 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 15 LPL Financial shares in Q3 2019, an estimated $1K.
  • Trustmark National Bank Trust Department first reported a position in LPL Financial in Q3 2018 and held it in 4 quarters.
  • Trustmark National Bank Trust Department's LPL Financial position peaked at $1K in Q2 2019.
  • 312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.