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Cypress Wealth Services’s Liberty Global Class C LBTYK Stock Holding History

Cypress Wealth Services’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,283
Closed -$202K – 263
2019
Q4 		$202K Hold
9,283
– – 0.05% 243
2019
Q3 		$221K Hold
9,283
– – 0.06% 220
2019
Q2 		$246K Hold
9,283
– – 0.07% 214
2019
Q1 		$225K Buy
+9,283
New +$220K 0.07% 219

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Cypress Wealth Services's LBTYK Position: Q1 2020 in Review

Cypress Wealth Services sold out of Liberty Global Class C (LBTYK) in Q1 2020, closing a stake of 9,283 shares — an estimated $202K sold.

Cypress Wealth Services first reported a position in LBTYK in Q1 2019 and held it in 4 quarters. The position peaked at $246K in Q2 2019. 338 funds tracked by Wall St. Rank hold LBTYK as of Q1 2020.

  • Cypress Wealth Services reported no remaining Liberty Global Class C position as of Q1 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 9,283 Liberty Global Class C shares in Q1 2020, an estimated $202K.
  • Cypress Wealth Services first reported a position in Liberty Global Class C in Q1 2019 and held it in 4 quarters.
  • Cypress Wealth Services's Liberty Global Class C position peaked at $246K in Q2 2019.
  • 338 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.