Zweig-DiMenna Associates’s LPL Financial LPLA Stock Holding History

Zweig-DiMenna Associates’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
2019 Q1	–	Sell	-216,275	Closed	-$13.2M	–	123
2018 Q4	$13.2M	Sell	216,275 -33,620	-13%	-$2.05M	1.31%	21
2018 Q3	$16.1M	Buy	249,895 +33,620	+16%	+$2.23M	1.34%	23
2018 Q2	$14.2M	Sell	216,275 -79,290	-27%	-$5.21M	0.87%	40
2018 Q1	$18.1M	Sell	295,565 -45,687	-13%	-$2.83M	1.6%	19
2017 Q4	$19.5M	Sell	341,252 -51,417	-13%	-$2.71M	2.12%	9
2017 Q3	$20.3M	Buy	+392,669	New	+$18.1M	1.81%	17
2017 Q1	–	Sell	-7,200	Closed	-$254K	–	206
2016 Q4	$254K	Buy	+7,200	New	+$252K	0.02%	171

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zweig-DiMenna Associates's LPLA Position: Q1 2019 in Review

Zweig-DiMenna Associates sold out of LPL Financial (LPLA) in Q1 2019, closing a stake of 216,275 shares — an estimated $13.2M sold.

Zweig-DiMenna Associates first reported a position in LPLA in Q4 2016 and held it in 7 quarters. The position peaked at $20.3M in Q3 2017. 320 funds tracked by Wall St. Rank hold LPLA as of Q1 2019.

Zweig-DiMenna Associates reported no remaining LPL Financial position as of Q1 2019 after selling out during the quarter.
Zweig-DiMenna Associates sold 216,275 LPL Financial shares in Q1 2019, an estimated $13.2M.
Zweig-DiMenna Associates first reported a position in LPL Financial in Q4 2016 and held it in 7 quarters.
Zweig-DiMenna Associates's LPL Financial position peaked at $20.3M in Q3 2017.
320 funds tracked by Wall St. Rank held LPL Financial as of Q1 2019.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2019, filed 29 Apr 2019.