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Whetstone Capital Advisors’s LPL Financial LPLA Stock Holding History

Whetstone Capital 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
2015
Q3 		– Sell
-190,243
Closed -$8.84M – 28
2015
Q2 		$8.84M Buy
+190,243
New +$8.23M 2.56% 12

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whetstone Capital Advisors's LPLA Position: Q3 2015 in Review

Whetstone Capital Advisors sold out of LPL Financial (LPLA) in Q3 2015, closing a stake of 190,243 shares — an estimated $8.84M sold.

Whetstone Capital Advisors first reported a position in LPLA in Q2 2015 and held it in 1 quarter. The position peaked at $8.84M in Q2 2015. 168 funds tracked by Wall St. Rank hold LPLA as of Q3 2015.

  • Whetstone Capital Advisors reported no remaining LPL Financial position as of Q3 2015 after selling out during the quarter.
  • Whetstone Capital Advisors sold 190,243 LPL Financial shares in Q3 2015, an estimated $8.84M.
  • Whetstone Capital Advisors first reported a position in LPL Financial in Q2 2015 and held it in 1 quarter.
  • Whetstone Capital Advisors's LPL Financial position peaked at $8.84M in Q2 2015.
  • 168 funds tracked by Wall St. Rank held LPL Financial as of Q3 2015.

Based on Whetstone Capital Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.