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USA Financial Formulas’s LG Display LPL Stock Holding History

USA Financial Formulas’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-32,212
Closed -$443K – 363
2017
Q4 		$443K Sell
32,212
-9,382
-23% -$126K 0.11% 180
2017
Q3 		$558K Sell
41,594
-6,492
-14% -$93.1K 0.13% 150
2017
Q2 		$773K Buy
+48,086
New +$685K 0.19% 111

Other funds holding LPL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

USA Financial Formulas's LPL Position: Q1 2018 in Review

USA Financial Formulas sold out of LG Display (LPL) in Q1 2018, closing a stake of 32,212 shares — an estimated $443K sold.

USA Financial Formulas first reported a position in LPL in Q2 2017 and held it in 3 quarters. The position peaked at $773K in Q2 2017. 100 funds tracked by Wall St. Rank hold LPL as of Q1 2018.

  • USA Financial Formulas reported no remaining LG Display position as of Q1 2018 after selling out during the quarter.
  • USA Financial Formulas sold 32,212 LG Display shares in Q1 2018, an estimated $443K.
  • USA Financial Formulas first reported a position in LG Display in Q2 2017 and held it in 3 quarters.
  • USA Financial Formulas's LG Display position peaked at $773K in Q2 2017.
  • 100 funds tracked by Wall St. Rank held LG Display as of Q1 2018.

Based on USA Financial Formulas's 13F filing for Q1 2018, filed 3 Apr 2018.