Evercore Wealth Management’s Liberty Global Class A LBTYA Stock Holding History

Evercore Wealth Management’s Portfolio LBTYA Stock Details LBTYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,655	Closed	-$167K	–	593
2017 Q4	$167K	Sell	4,655 -5,000	-52%	-$159K	0.01%	388
2017 Q3	$327K	Hold	9,655	–	–	0.01%	306
2017 Q2	$310K	Buy	9,655 +4,655	+93%	+$149K	0.01%	319
2017 Q1	$179K	Hold	5,000	–	–	0.01%	386
2016 Q4	$153K	Hold	5,000	–	–	0.01%	421
2016 Q3	$171K	Hold	5,000	–	–	0.01%	403
2016 Q2	$145K	Sell	5,000 -730	-13%	-$23.7K	0.01%	412
2016 Q1	$192K	Hold	5,730	–	–	0.01%	362
2015 Q4	$212K	Hold	5,730	–	–	0.01%	358
2015 Q3	$215K	Sell	5,730 -332	-5%	-$14.4K	0.01%	370
2015 Q2	$270K	Hold	6,062	–	–	0.01%	376
2015 Q1	$257K	Sell	6,062 -21	-0.3%	-$876	0.01%	374
2014 Q4	$252K	Buy	6,083 +21	+0.3%	+$805	0.01%	323
2014 Q3	$213K	Hold	6,062	–	–	0.01%	385
2014 Q2	$221K	Buy	6,062 +5,898	+3,596%	+$207K	0.01%	376
2014 Q1	$6K	Sell	164 -163	-50%	-$5.73K	﹤0.01%	849
2013 Q4	$12K	Sell	327 -134	-29%	-$4.49K	﹤0.01%	746
2013 Q3	$15K	Buy	+461	New	+$14.9K	﹤0.01%	720

Other funds holding LBTYA

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Evercore Wealth Management's LBTYA Position: Q1 2018 in Review

Evercore Wealth Management sold out of Liberty Global Class A (LBTYA) in Q1 2018, closing a stake of 4,655 shares — an estimated $167K sold.

Evercore Wealth Management first reported a position in LBTYA in Q3 2013 and held it in 18 quarters. The position peaked at $327K in Q3 2017. 302 funds tracked by Wall St. Rank hold LBTYA as of Q1 2018.

Evercore Wealth Management reported no remaining Liberty Global Class A position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 4,655 Liberty Global Class A shares in Q1 2018, an estimated $167K.
Evercore Wealth Management first reported a position in Liberty Global Class A in Q3 2013 and held it in 18 quarters.
Evercore Wealth Management's Liberty Global Class A position peaked at $327K in Q3 2017.
302 funds tracked by Wall St. Rank held Liberty Global Class A as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.