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Wealthspire Advisors (Maryland)’s LG Display LPL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-457
Closed -$4K – 1328
2019
Q1 		$4K Hold
457
– – ﹤0.01% 1909
2018
Q4 		$4K Buy
457
+244
+115% +$1.91K ﹤0.01% 1831
2018
Q3 		$2K Buy
213
+102
+92% +$941 ﹤0.01% 2166
2018
Q2 		$1K Sell
111
-84
-43% -$883 ﹤0.01% 2325
2018
Q1 		$2K Buy
195
+54
+38% +$746 ﹤0.01% 2182
2017
Q4 		$2K Buy
141
+86
+156% +$1.16K ﹤0.01% 2137
2017
Q3 		$1K Sell
55
-73
-57% -$1.05K ﹤0.01% 2111
2017
Q2 		$2K Buy
128
+10
+8% +$142 ﹤0.01% 1989
2017
Q1 		$2K Buy
+118
New +$1.52K ﹤0.01% 1696

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LPL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LG Display (LPL) in Q2 2019, closing a stake of 457 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in LPL in Q1 2017 and held it in 9 quarters. The position peaked at $4K in Q1 2019. 74 funds tracked by Wall St. Rank hold LPL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining LG Display position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 457 LG Display shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in LG Display in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s LG Display position peaked at $4K in Q1 2019.
  • 74 funds tracked by Wall St. Rank held LG Display as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.