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Capital Wealth Planning’s Liberty Broadband Class A LBRDA Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-3,985
Closed -$426K – 154
2020
Q1 		$426K Buy
+3,985
New +$488K 0.03% 138
2019
Q4 		– Sell
-4,046
Closed -$446K – 221
2019
Q3 		$446K Buy
4,046
+189
+5% +$19.5K 0.03% 147
2019
Q2 		$397K Buy
+3,857
New +$379K 0.03% 148

Other funds holding LBRDA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Wealth Planning's LBRDA Position: Q2 2020 in Review

Capital Wealth Planning sold out of Liberty Broadband Class A (LBRDA) in Q2 2020, closing a stake of 3,985 shares — an estimated $426K sold.

Capital Wealth Planning first reported a position in LBRDA in Q2 2019 and held it in 3 quarters. The position peaked at $446K in Q3 2019. 273 funds tracked by Wall St. Rank hold LBRDA as of Q2 2020.

  • Capital Wealth Planning reported no remaining Liberty Broadband Class A position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 3,985 Liberty Broadband Class A shares in Q2 2020, an estimated $426K.
  • Capital Wealth Planning first reported a position in Liberty Broadband Class A in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's Liberty Broadband Class A position peaked at $446K in Q3 2019.
  • 273 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.