Tyers Asset Management’s LPL Financial LPLA Stock Holding History

Tyers Asset 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 Q3	$533K	Buy	6,512 +992	+18%	+$79.4K	0.02%	458
2019 Q2	$450K	Sell	5,520 -12,320	-69%	-$975K	0.02%	510
2019 Q1	$1.24M	Sell	17,840 -19,440	-52%	-$1.4M	0.04%	280
2018 Q4	$2.28M	Sell	37,280 -8,544	-19%	-$521K	0.09%	185
2018 Q3	$2.96M	Buy	45,824 +12,240	+36%	+$811K	0.1%	176
2018 Q2	$2.2M	Buy	33,584 +6,336	+23%	+$416K	0.08%	204
2018 Q1	$1.66M	Buy	27,248 +12,096	+80%	+$750K	0.06%	225
2017 Q4	$866K	Sell	15,152 -1,200	-7%	-$63.1K	0.03%	305
2017 Q3	$843K	Buy	16,352 +6,144	+60%	+$283K	0.03%	298
2017 Q2	$433K	Buy	10,208 +6,736	+194%	+$273K	0.02%	440
2017 Q1	$138K	Buy	+3,472	New	+$136K	0.01%	597

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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

Tyers Asset Management's LPLA Position: Q3 2019 in Review

Tyers Asset Management increased its LPL Financial (LPLA) stake by 18% in Q3 2019, buying an estimated $79.4K and bringing the position to 6,512 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #458.

Tyers Asset Management first reported a position in LPLA in Q1 2017 and has held it in 11 quarters since. The position peaked at $2.96M in Q3 2018. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

Tyers Asset Management held 6,512 shares of LPL Financial worth $533K as of Q3 2019.
Tyers Asset Management bought 992 LPL Financial shares in Q3 2019, an estimated $79.4K.
LPL Financial made up 0.02% of Tyers Asset Management's portfolio in Q3 2019, its #458 holding.
Tyers Asset Management first reported a position in LPL Financial in Q1 2017 and has held it in 11 quarters since.
Tyers Asset Management's LPL Financial position peaked at $2.96M in Q3 2018.
312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.