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Gupta Wealth Management’s Liberty Global Class C LBTYK Stock Holding History

Gupta Wealth Management’s Portfolio LBTYK Stock Details LBTYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$744K Buy
22,804
+10,273
+82% +$313K 0.17% 109
2015
Q4 		$443K Hold
12,531
– – 0.11% 150
2015
Q3 		$446K Buy
12,531
+3,129
+33% +$126K 0.11% 148
2015
Q2 		$385K Hold
9,402
– – 0.09% 176
2015
Q1 		$379K Buy
+9,402
New +$372K 0.11% 153

Other funds holding LBTYK

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Gupta Wealth Management increased its Liberty Global Class C (LBTYK) stake by 82% in Q1 2016, buying an estimated $313K and bringing the position to 22,804 shares worth $744K. The position accounts for 0.17% of the portfolio, ranked #109.

Gupta Wealth Management first reported a position in LBTYK in Q1 2015 and has held it in 5 quarters since. 388 funds tracked by Wall St. Rank hold LBTYK as of Q1 2016.

  • Gupta Wealth Management held 22,804 shares of Liberty Global Class C worth $744K as of Q1 2016.
  • Gupta Wealth Management bought 10,273 Liberty Global Class C shares in Q1 2016, an estimated $313K.
  • Liberty Global Class C made up 0.17% of Gupta Wealth Management's portfolio in Q1 2016, its #109 holding.
  • Gupta Wealth Management first reported a position in Liberty Global Class C in Q1 2015 and has held it in 5 quarters since.
  • 388 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2016.

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