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Vantage Financial Partners (Illinois)’s LPL Financial LPLA Stock Holding History

Vantage Financial Partners (Illinois)’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
2017
Q4 		– Sell
-16,700
Closed -$364K – 82
2017
Q3 		$364K Buy
+16,700
New +$768K 0.25% 48

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SA
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FPA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCIM
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ACH
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s LPLA Position: Q4 2017 in Review

Vantage Financial Partners (Illinois) sold out of LPL Financial (LPLA) in Q4 2017, closing a stake of 16,700 shares — an estimated $364K sold.

Vantage Financial Partners (Illinois) first reported a position in LPLA in Q3 2017 and held it in 1 quarter. The position peaked at $364K in Q3 2017. 243 funds tracked by Wall St. Rank hold LPLA as of Q4 2017.

  • Vantage Financial Partners (Illinois) reported no remaining LPL Financial position as of Q4 2017 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 16,700 LPL Financial shares in Q4 2017, an estimated $364K.
  • Vantage Financial Partners (Illinois) first reported a position in LPL Financial in Q3 2017 and held it in 1 quarter.
  • Vantage Financial Partners (Illinois)'s LPL Financial position peaked at $364K in Q3 2017.
  • 243 funds tracked by Wall St. Rank held LPL Financial as of Q4 2017.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q4 2017, filed 9 Feb 2018.