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Aris Wealth Services’s Liberty Broadband Class C LBRDK Stock Holding History

Aris Wealth Services’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$1K Hold
19
– – ﹤0.01% 355
2015
Q2 		$1K Hold
19
– – ﹤0.01% 492
2015
Q1 		$1K Buy
+19
New +$962 ﹤0.01% 535

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

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

Aris Wealth Services held its Liberty Broadband Class C (LBRDK) position steady in Q3 2015 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Aris Wealth Services first reported a position in LBRDK in Q1 2015 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold LBRDK as of Q3 2015.

  • Aris Wealth Services held 19 shares of Liberty Broadband Class C worth $1K as of Q3 2015.
  • Aris Wealth Services left its Liberty Broadband Class C share count unchanged in Q3 2015.
  • Liberty Broadband Class C made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #355 holding.
  • Aris Wealth Services first reported a position in Liberty Broadband Class C in Q1 2015 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q3 2015.

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