AG
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Advisor Group’s Liberty Energy LBRT Stock Holding History

Advisor Group’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,149
Closed -$19K – 5348
2019
Q2 		$19K Hold
1,149
– – ﹤0.01% 4008
2019
Q1 		$17K Buy
1,149
+305
+36% +$4.67K ﹤0.01% 4062
2018
Q4 		$11K Buy
844
+619
+275% +$11.2K ﹤0.01% 4148
2018
Q3 		$5K Buy
+225
New +$4.36K ﹤0.01% 4594

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return