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Aris Wealth Services’s Liberty Broadband Class A LBRDA Stock Holding History

Aris Wealth Services’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$0 Hold
9
– – ﹤0.01% 445
2015
Q2 		$0 Hold
9
– – ﹤0.01% 526
2015
Q1 		$1K Buy
+9
New +$457 ﹤0.01% 534

Other funds holding LBRDA

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aris Wealth Services's LBRDA Position: Q3 2015 in Review

Aris Wealth Services held its Liberty Broadband Class A (LBRDA) position steady in Q3 2015 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Aris Wealth Services first reported a position in LBRDA in Q1 2015 and has held it in 3 quarters since. The position peaked at $1K in Q1 2015. 205 funds tracked by Wall St. Rank hold LBRDA as of Q3 2015.

  • Aris Wealth Services held 9 shares of Liberty Broadband Class A worth $0 as of Q3 2015.
  • Aris Wealth Services left its Liberty Broadband Class A share count unchanged in Q3 2015.
  • Liberty Broadband Class A made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #445 holding.
  • Aris Wealth Services first reported a position in Liberty Broadband Class A in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Liberty Broadband Class A position peaked at $1K in Q1 2015.
  • 205 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.