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USAdvisors Wealth Management’s LPL Financial LPLA Stock Holding History

USAdvisors Wealth 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
2018
Q4 		– Sell
-7,700
Closed -$497K – 59
2018
Q3 		$497K Sell
7,700
-150
-2% -$9.95K 0.36% 37
2018
Q2 		$514K Buy
7,850
+2,500
+47% +$164K 0.39% 34
2018
Q1 		$327K Buy
+5,350
New +$332K 0.26% 41

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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

USAdvisors Wealth Management's LPLA Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of LPL Financial (LPLA) in Q4 2018, closing a stake of 7,700 shares — an estimated $497K sold.

USAdvisors Wealth Management first reported a position in LPLA in Q1 2018 and held it in 3 quarters. The position peaked at $514K in Q2 2018. 275 funds tracked by Wall St. Rank hold LPLA as of Q4 2018.

  • USAdvisors Wealth Management reported no remaining LPL Financial position as of Q4 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 7,700 LPL Financial shares in Q4 2018, an estimated $497K.
  • USAdvisors Wealth Management first reported a position in LPL Financial in Q1 2018 and held it in 3 quarters.
  • USAdvisors Wealth Management's LPL Financial position peaked at $514K in Q2 2018.
  • 275 funds tracked by Wall St. Rank held LPL Financial as of Q4 2018.

Based on USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.