GWM
LBRDA

Gupta Wealth Management’s Liberty Broadband Class A LBRDA Stock Holding History

Gupta Wealth Management’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$1K Hold
25
– – ﹤0.01% 1120
2015
Q4 		$1K Sell
25
-33
-57% -$1.75K ﹤0.01% 1192
2015
Q3 		$3K Hold
58
– – ﹤0.01% 1095
2015
Q2 		$3K Buy
58
+54
+1,350% +$2.88K ﹤0.01% 1090
2015
Q1 		$0 Buy
+4
New +$203 ﹤0.01% 1156

Other funds holding LBRDA

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Gupta Wealth Management's LBRDA Position: Q1 2016 in Review

Gupta Wealth Management held its Liberty Broadband Class A (LBRDA) position steady in Q1 2016 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Gupta Wealth Management first reported a position in LBRDA in Q1 2015 and has held it in 5 quarters since. The position peaked at $3K in Q3 2015. 210 funds tracked by Wall St. Rank hold LBRDA as of Q1 2016.

  • Gupta Wealth Management held 25 shares of Liberty Broadband Class A worth $1K as of Q1 2016.
  • Gupta Wealth Management left its Liberty Broadband Class A share count unchanged in Q1 2016.
  • Liberty Broadband Class A made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1120 holding.
  • Gupta Wealth Management first reported a position in Liberty Broadband Class A in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Liberty Broadband Class A position peaked at $3K in Q3 2015.
  • 210 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.