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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
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 $5.7T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B 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 $5.82B 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