Western Standard LLC’s LPL Financial LPLA Stock Holding History

Western Standard LLC’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 Q3	–	Sell	-10,800	Closed	-$708K	–	51
2018 Q2	$708K	Hold	10,800	–	–	0.72%	34
2018 Q1	$660K	Hold	10,800	–	–	0.58%	39
2017 Q4	$617K	Hold	10,800	–	–	0.72%	38
2017 Q3	$557K	Buy	+10,800	New	+$497K	0.74%	31

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

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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

FCIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Western Standard LLC's LPLA Position: Q3 2018 in Review

Western Standard LLC sold out of LPL Financial (LPLA) in Q3 2018, closing a stake of 10,800 shares — an estimated $708K sold.

Western Standard LLC first reported a position in LPLA in Q3 2017 and held it in 4 quarters. The position peaked at $708K in Q2 2018. 291 funds tracked by Wall St. Rank hold LPLA as of Q3 2018.

Western Standard LLC reported no remaining LPL Financial position as of Q3 2018 after selling out during the quarter.
Western Standard LLC sold 10,800 LPL Financial shares in Q3 2018, an estimated $708K.
Western Standard LLC first reported a position in LPL Financial in Q3 2017 and held it in 4 quarters.
Western Standard LLC's LPL Financial position peaked at $708K in Q2 2018.
291 funds tracked by Wall St. Rank held LPL Financial as of Q3 2018.

Based on Western Standard LLC's 13F filing for Q3 2018, filed 14 Nov 2018.