Chuck Akre: 6 LPL Financial Holdings transactions (Akre Capital

6 Chuck Akre LPL Financial Holdings Trades

Chuck Akre started to build up the position in LPL Financial Holdings in Q2 2013 and continued to invest until Q4 2013. Since then they sold 1.72M shares. The investor completely sold their stake between Q1 2015 and Q4 2015.

Avg closing price

Price range

Sold -751k shares Q4 2015

Avg closing price $42.59

Price range $37.60 - $46.75

Sold 43.1% shares (-568k shares) Q3 2015

Avg closing price $43.02

Price range $38.95 - $48.09

Sold 10.0% shares (-147k shares) Q2 2015

Avg closing price $43.25

Price range $40.34 - $47.76

Sold 14.6% shares (-250k shares) Q1 2015

Avg closing price $44.19

Price range $40.52 - $46.48

Increased shares by 0.9% (+15k shares) Q4 2013

Avg closing price $41.96

Price range $37.00 - $47.20

New holding (+1.7M shares) Q2 2013

Avg closing price $35.76

Price range $32.30 - $38.90

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Chuck Akre LPL Financial Holdings Inc

Current Value of Holding

Shares

% of Portfolio

Average Buy Price

6 Chuck Akre LPL Financial Holdings Trades

早乙女迅雷

Chuck Akre LPL Financial Holdings Inc

6 Chuck Akre LPL Financial Holdings Trades

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