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WFG Advisors’s LPL Financial LPLA Stock Holding History

WFG Advisors’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
2017
Q2 		$21K Sell
500
-1,625
-76% -$65.9K ﹤0.01% 945
2017
Q1 		$85K Sell
2,125
-1,125
-35% -$44.2K 0.02% 527
2016
Q4 		$114K Sell
3,250
-3,947
-55% -$138K 0.03% 493
2016
Q3 		$215K Buy
7,197
+1,439
+25% +$38.9K 0.05% 356
2016
Q2 		$130K Buy
5,758
+2,226
+63% +$55.9K 0.03% 438
2016
Q1 		$88K Buy
3,532
+989
+39% +$26.7K 0.03% 505
2015
Q4 		$108K Buy
2,543
+407
+19% +$17.3K 0.03% 451
2015
Q3 		$85K Sell
2,136
-266
-11% -$11.4K 0.03% 489
2015
Q2 		$112K Buy
2,402
+137
+6% +$5.92K 0.03% 506
2015
Q1 		$99K Hold
2,265
– – 0.03% 539
2014
Q4 		$101K Buy
2,265
+171
+8% +$7.36K 0.02% 631
2014
Q3 		$96K Buy
2,094
+1,286
+159% +$62K 0.02% 682
2014
Q2 		$40K Buy
+808
New +$39.2K 0.01% 999
2013
Q3 		– Sell
-185
Closed -$7K – 2205
2013
Q2 		$7K Buy
+185
New +$6.62K ﹤0.01% 1570

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WFG Advisors's LPLA Position: Q2 2017 in Review

WFG Advisors reduced its LPL Financial (LPLA) stake by 76% in Q2 2017, selling an estimated $65.9K and leaving 500 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

WFG Advisors first reported a position in LPLA in Q2 2013 and has held it in 14 quarters since. The position peaked at $215K in Q3 2016. 197 funds tracked by Wall St. Rank hold LPLA as of Q2 2017.

  • WFG Advisors held 500 shares of LPL Financial worth $21K as of Q2 2017.
  • WFG Advisors sold 1,625 LPL Financial shares in Q2 2017, an estimated $65.9K.
  • LPL Financial made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #945 holding.
  • WFG Advisors first reported a position in LPL Financial in Q2 2013 and has held it in 14 quarters since.
  • WFG Advisors's LPL Financial position peaked at $215K in Q3 2016.
  • 197 funds tracked by Wall St. Rank held LPL Financial as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.