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EWM
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
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$182B AUM
14.68%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ROIC
Route One Investment Company
San Francisco, California
$2.28B AUM
11.7%
1-Year Est. Return
GCM
Glenview Capital Management
New York
$3.69B AUM
20.52%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
FCM
Farallon Capital Management
San Francisco, California
$15.3B AUM
50.95%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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