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Engrave Wealth Partners’s Liberty Global Class C LBTYK Stock Holding History

Engrave Wealth Partners’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
Q2 		– Sell
-77
Closed -$1K – 469
2020
Q1 		$1K Sell
77
-120
-61% -$2.25K ﹤0.01% 393
2019
Q4 		$4K Buy
+197
New +$4.43K ﹤0.01% 369

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Engrave Wealth Partners's LBTYK Position: Q2 2020 in Review

Engrave Wealth Partners sold out of Liberty Global Class C (LBTYK) in Q2 2020, closing a stake of 77 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in LBTYK in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 313 funds tracked by Wall St. Rank hold LBTYK as of Q2 2020.

  • Engrave Wealth Partners reported no remaining Liberty Global Class C position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 77 Liberty Global Class C shares in Q2 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in Liberty Global Class C in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's Liberty Global Class C position peaked at $4K in Q4 2019.
  • 313 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.