BWM
LVNTA

Baystate Wealth Management’s Liberty Interactive Corporation Series A Liberty Ventures LVNTA Stock Holding History

Baystate Wealth Management’s Portfolio LVNTA Stock Details LVNTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15
Closed -$1K – 745
2017
Q4 		$1K Hold
15
– – ﹤0.01% 659
2017
Q3 		$1K Hold
15
– – ﹤0.01% 635
2017
Q2 		$1K Hold
15
– – ﹤0.01% 680
2017
Q1 		$1K Sell
15
-10
-40% -$428 ﹤0.01% 645
2016
Q4 		$1K Buy
+25
New +$982 ﹤0.01% 432

Other funds holding LVNTA

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baystate Wealth Management's LVNTA Position: Q1 2018 in Review

Baystate Wealth Management sold out of Liberty Interactive Corporation Series A Liberty Ventures (LVNTA) in Q1 2018, closing a stake of 15 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in LVNTA in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q4 2017. 2 funds tracked by Wall St. Rank hold LVNTA as of Q1 2018.

  • Baystate Wealth Management reported no remaining Liberty Interactive Corporation Series A Liberty Ventures position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 15 Liberty Interactive Corporation Series A Liberty Ventures shares in Q1 2018, an estimated $1K.
  • Baystate Wealth Management first reported a position in Liberty Interactive Corporation Series A Liberty Ventures in Q4 2016 and held it in 5 quarters.
  • Baystate Wealth Management's Liberty Interactive Corporation Series A Liberty Ventures position peaked at $1K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Liberty Interactive Corporation Series A Liberty Ventures as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.