BRWA
LBRDK

B. Riley Wealth Advisors’s Liberty Broadband Class C LBRDK Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-178
Closed -$9K – 1340
2014
Q4 		$9K Buy
+178
New +$8.76K ﹤0.01% 2923

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 $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

B. Riley Wealth Advisors's LBRDK Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Liberty Broadband Class C (LBRDK) in Q1 2015, closing a stake of 178 shares — an estimated $9K sold.

B. Riley Wealth Advisors first reported a position in LBRDK in Q4 2014 and held it in 1 quarter. The position peaked at $9K in Q4 2014. 251 funds tracked by Wall St. Rank hold LBRDK as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Liberty Broadband Class C position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 178 Liberty Broadband Class C shares in Q1 2015, an estimated $9K.
  • B. Riley Wealth Advisors first reported a position in Liberty Broadband Class C in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Liberty Broadband Class C position peaked at $9K in Q4 2014.
  • 251 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.