WealthTrust-Arizona’s LPL Financial LPLA Stock Holding History

WealthTrust-Arizona’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	$0	Hold	8	–	–	﹤0.01%	701
2018 Q3	$0	Buy	8 +2	+33%	+$133	﹤0.01%	709
2018 Q2	$0	Hold	6	–	–	﹤0.01%	691
2018 Q1	$0	Hold	6	–	–	﹤0.01%	671
2017 Q4	$0	Sell	6 -70	-92%	-$3.68K	﹤0.01%	670
2017 Q3	$4K	Hold	76	–	–	﹤0.01%	523
2017 Q2	$3K	Sell	76 -49	-39%	-$1.99K	﹤0.01%	537
2017 Q1	$5K	Buy	125 +1	+0.8%	+$39	﹤0.01%	470
2016 Q4	$4K	Sell	124 -49	-28%	-$1.71K	﹤0.01%	495
2016 Q3	$5K	Sell	173 -29	-14%	-$785	﹤0.01%	477
2016 Q2	$5K	Buy	202 +2	+1%	+$50	﹤0.01%	464
2016 Q1	$5K	Buy	+200	New	+$5.4K	﹤0.01%	459
2015 Q4	–	Sell	-252	Closed	-$10K	–	599
2015 Q3	$10K	Buy	252 +1	+0.4%	+$43	0.01%	371
2015 Q2	$12K	Sell	251 -39	-13%	-$1.69K	0.01%	370
2015 Q1	$13K	Sell	290 -17	-6%	-$751	0.01%	367
2014 Q4	$14K	Sell	307 -59	-16%	-$2.54K	0.01%	354
2014 Q3	$17K	Buy	366 +139	+61%	+$6.7K	0.02%	310
2014 Q2	$11K	Buy	+227	New	+$11K	0.01%	398

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

WealthTrust-Arizona's LPLA Position: Q4 2018 in Review

WealthTrust-Arizona held its LPL Financial (LPLA) position steady in Q4 2018 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #701.

WealthTrust-Arizona first reported a position in LPLA in Q2 2014 and has held it in 18 quarters since. The position peaked at $17K in Q3 2014. 275 funds tracked by Wall St. Rank hold LPLA as of Q4 2018.

WealthTrust-Arizona held 8 shares of LPL Financial worth $0 as of Q4 2018.
WealthTrust-Arizona left its LPL Financial share count unchanged in Q4 2018.
LPL Financial made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #701 holding.
WealthTrust-Arizona first reported a position in LPL Financial in Q2 2014 and has held it in 18 quarters since.
WealthTrust-Arizona's LPL Financial position peaked at $17K in Q3 2014.
275 funds tracked by Wall St. Rank held LPL Financial as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.