Wilbanks Smith & Thomas Asset Management’s LPL Financial LPLA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	–	Sell	-750	Closed	-$48K	–	895
2018 Q3	$48K	Buy	+750	New	+$49.7K	﹤0.01%	692
2016 Q4	–	Sell	-27,375	Closed	-$819K	–	323
2016 Q3	$819K	Buy	27,375 +1,200	+5%	+$32.5K	0.08%	136
2016 Q2	$590K	Buy	+26,175	New	+$657K	0.06%	158

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

Wilbanks Smith & Thomas Asset Management's LPLA Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of LPL Financial (LPLA) in Q4 2018, closing a stake of 750 shares — an estimated $48K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LPLA in Q2 2016 and held it in 3 quarters. The position peaked at $819K in Q3 2016. 275 funds tracked by Wall St. Rank hold LPLA as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining LPL Financial position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 750 LPL Financial shares in Q4 2018, an estimated $48K.
Wilbanks Smith & Thomas Asset Management first reported a position in LPL Financial in Q2 2016 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's LPL Financial position peaked at $819K in Q3 2016.
275 funds tracked by Wall St. Rank held LPL Financial as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.