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Wilmington Trust’s LPL Financial LPLA Stock Holding History

Wilmington Trust’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
2014
Q2 		$244K Hold
4,906
– – ﹤0.01% 664
2014
Q1 		$258K Hold
4,906
– – ﹤0.01% 628
2013
Q4 		$231K Buy
+4,906
New +$206K ﹤0.01% 643

Other funds holding LPLA

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilmington Trust's LPLA Position: Q2 2014 in Review

Wilmington Trust held its LPL Financial (LPLA) position steady in Q2 2014 at 4,906 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Wilmington Trust first reported a position in LPLA in Q4 2013 and has held it in 3 quarters since. The position peaked at $258K in Q1 2014. 180 funds tracked by Wall St. Rank hold LPLA as of Q2 2014.

  • Wilmington Trust held 4,906 shares of LPL Financial worth $244K as of Q2 2014.
  • Wilmington Trust left its LPL Financial share count unchanged in Q2 2014.
  • LPL Financial made up ﹤0.01% of Wilmington Trust's portfolio in Q2 2014, its #664 holding.
  • Wilmington Trust first reported a position in LPL Financial in Q4 2013 and has held it in 3 quarters since.
  • Wilmington Trust's LPL Financial position peaked at $258K in Q1 2014.
  • 180 funds tracked by Wall St. Rank held LPL Financial as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.