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Wealthcare Capital Management’s LPL Financial LPLA Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-57
Closed -$3K – 664
2015
Q1 		$3K Buy
+57
New +$2.52K ﹤0.01% 757

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Wealthcare Capital Management's LPLA Position: Q2 2015 in Review

Wealthcare Capital Management sold out of LPL Financial (LPLA) in Q2 2015, closing a stake of 57 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in LPLA in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 178 funds tracked by Wall St. Rank hold LPLA as of Q2 2015.

  • Wealthcare Capital Management reported no remaining LPL Financial position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 57 LPL Financial shares in Q2 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in LPL Financial in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's LPL Financial position peaked at $3K in Q1 2015.
  • 178 funds tracked by Wall St. Rank held LPL Financial as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.