AIM
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Assured Investment Management’s Liberty Energy LBRT Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-5,930
Closed -$91K – 470
2019
Q1 		$91K Buy
+5,930
New +$90.9K ﹤0.01% 902

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Assured Investment Management's LBRT Position: Q2 2019 in Review

Assured Investment Management sold out of Liberty Energy (LBRT) in Q2 2019, closing a stake of 5,930 shares — an estimated $91K sold.

Assured Investment Management first reported a position in LBRT in Q1 2019 and held it in 1 quarter. The position peaked at $91K in Q1 2019. 109 funds tracked by Wall St. Rank hold LBRT as of Q2 2019.

  • Assured Investment Management reported no remaining Liberty Energy position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 5,930 Liberty Energy shares in Q2 2019, an estimated $91K.
  • Assured Investment Management first reported a position in Liberty Energy in Q1 2019 and held it in 1 quarter.
  • Assured Investment Management's Liberty Energy position peaked at $91K in Q1 2019.
  • 109 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.