EWP
LBRDK

Engrave Wealth Partners’s Liberty Broadband Class C LBRDK Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-36
Closed -$4K – 257
2020
Q2 		$4K Hold
36
– – ﹤0.01% 339
2020
Q1 		$3K Sell
36
-58
-62% -$7.22K ﹤0.01% 323
2019
Q4 		$11K Buy
+94
New +$10.9K 0.01% 291

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Engrave Wealth Partners's LBRDK Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Liberty Broadband Class C (LBRDK) in Q3 2020, closing a stake of 36 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in LBRDK in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 469 funds tracked by Wall St. Rank hold LBRDK as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Liberty Broadband Class C position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 36 Liberty Broadband Class C shares in Q3 2020, an estimated $4K.
  • Engrave Wealth Partners first reported a position in Liberty Broadband Class C in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Liberty Broadband Class C position peaked at $11K in Q4 2019.
  • 469 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.