GWM
LBTYA icon

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

Gupta 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
2016
Q1 		$4K Hold
109
– – ﹤0.01% 993
2015
Q4 		$4K Hold
109
– – ﹤0.01% 1045
2015
Q3 		$4K Sell
109
-73
-40% -$3.17K ﹤0.01% 1064
2015
Q2 		$8K Buy
182
+67
+58% +$2.98K ﹤0.01% 950
2015
Q1 		$5K Buy
+115
New +$4.8K ﹤0.01% 895

Other funds holding LBTYA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Gupta Wealth Management held its Liberty Global Class A (LBTYA) position steady in Q1 2016 at 109 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Gupta Wealth Management first reported a position in LBTYA in Q1 2015 and has held it in 5 quarters since. The position peaked at $8K in Q2 2015. 333 funds tracked by Wall St. Rank hold LBTYA as of Q1 2016.

  • Gupta Wealth Management held 109 shares of Liberty Global Class A worth $4K as of Q1 2016.
  • Gupta Wealth Management left its Liberty Global Class A share count unchanged in Q1 2016.
  • Liberty Global Class A made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #993 holding.
  • Gupta Wealth Management first reported a position in Liberty Global Class A in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Liberty Global Class A position peaked at $8K in Q2 2015.
  • 333 funds tracked by Wall St. Rank held Liberty Global Class A as of Q1 2016.

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