United Services Automobile Association’s LPL Financial LPLA Stock Holding History

United Services Automobile Association’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	-22,716	Closed	-$1.85M	–	1162
2019 Q2	$1.85M	Buy	22,716 +9,223	+68%	+$730K	﹤0.01%	1117
2019 Q1	$940K	Hold	13,493	–	–	﹤0.01%	1341
2018 Q4	$824K	Hold	13,493	–	–	﹤0.01%	1339
2018 Q3	$870K	Sell	13,493 -377	-3%	-$25K	﹤0.01%	1418
2018 Q2	$909K	Hold	13,870	–	–	﹤0.01%	1409
2018 Q1	$847K	Buy	+13,870	New	+$860K	﹤0.01%	1463

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

United Services Automobile Association's LPLA Position: Q3 2019 in Review

United Services Automobile Association sold out of LPL Financial (LPLA) in Q3 2019, closing a stake of 22,716 shares — an estimated $1.85M sold.

United Services Automobile Association first reported a position in LPLA in Q1 2018 and held it in 6 quarters. The position peaked at $1.85M in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

United Services Automobile Association reported no remaining LPL Financial position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 22,716 LPL Financial shares in Q3 2019, an estimated $1.85M.
United Services Automobile Association first reported a position in LPL Financial in Q1 2018 and held it in 6 quarters.
United Services Automobile Association's LPL Financial position peaked at $1.85M in Q2 2019.
312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.