FPFS
LVNTA

First Personal Financial Services’s Liberty Interactive Corporation Series A Liberty Ventures LVNTA Stock Holding History

First Personal Financial Services’s Portfolio LVNTA Stock Details LVNTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-871
Closed -$47K – 1105
2017
Q4 		$47K Buy
871
+151
+21% +$8.6K 0.01% 493
2017
Q3 		$41K Hold
720
– – 0.01% 463
2017
Q2 		$38K Hold
720
– – 0.01% 471
2017
Q1 		$32K Hold
720
– – 0.01% 484
2016
Q4 		$27K Sell
720
-480
-40% -$18.9K 0.01% 492
2016
Q3 		$48K Hold
1,200
– – 0.01% 277
2016
Q2 		$44K Buy
1,200
+414
+53% +$15.7K 0.02% 289
2016
Q1 		$31K Hold
786
– – 0.02% 211
2015
Q4 		$35K Buy
+786
New +$33.7K 0.02% 204

Other funds holding LVNTA

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Personal Financial Services's LVNTA Position: Q1 2018 in Review

First Personal Financial Services sold out of Liberty Interactive Corporation Series A Liberty Ventures (LVNTA) in Q1 2018, closing a stake of 871 shares — an estimated $47K sold.

First Personal Financial Services first reported a position in LVNTA in Q4 2015 and held it in 9 quarters. The position peaked at $48K in Q3 2016. 2 funds tracked by Wall St. Rank hold LVNTA as of Q1 2018.

  • First Personal Financial Services reported no remaining Liberty Interactive Corporation Series A Liberty Ventures position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 871 Liberty Interactive Corporation Series A Liberty Ventures shares in Q1 2018, an estimated $47K.
  • First Personal Financial Services first reported a position in Liberty Interactive Corporation Series A Liberty Ventures in Q4 2015 and held it in 9 quarters.
  • First Personal Financial Services's Liberty Interactive Corporation Series A Liberty Ventures position peaked at $48K in Q3 2016.
  • 2 funds tracked by Wall St. Rank held Liberty Interactive Corporation Series A Liberty Ventures as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.