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Turner Investments’s LPL Financial LPLA Stock Holding History

Turner Investments’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
Q3 		– Sell
-38,420
Closed -$1.91M – 550
2014
Q2 		$1.91M Hold
38,420
– – 0.08% 298
2014
Q1 		$2.02M Sell
38,420
-12,150
-24% -$641K 0.05% 335
2013
Q4 		$2.38M Buy
+50,570
New +$2.12M 0.04% 371

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 $16.4B AUM 99.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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 $38.4B AUM 25.71% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Turner Investments's LPLA Position: Q3 2014 in Review

Turner Investments sold out of LPL Financial (LPLA) in Q3 2014, closing a stake of 38,420 shares — an estimated $1.91M sold.

Turner Investments first reported a position in LPLA in Q4 2013 and held it in 3 quarters. The position peaked at $2.38M in Q4 2013. 175 funds tracked by Wall St. Rank hold LPLA as of Q3 2014.

  • Turner Investments reported no remaining LPL Financial position as of Q3 2014 after selling out during the quarter.
  • Turner Investments sold 38,420 LPL Financial shares in Q3 2014, an estimated $1.91M.
  • Turner Investments first reported a position in LPL Financial in Q4 2013 and held it in 3 quarters.
  • Turner Investments's LPL Financial position peaked at $2.38M in Q4 2013.
  • 175 funds tracked by Wall St. Rank held LPL Financial as of Q3 2014.

Based on Turner Investments's 13F filing for Q3 2014, filed 7 Nov 2014.