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Holistic Financial Partners’s Liberty Broadband Class A LBRDA Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-471
Closed -$40K – 215
2018
Q1 		$40K Hold
471
– – 0.03% 219
2017
Q4 		$40K Buy
+471
New +$41.5K 0.03% 219

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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's LBRDA Position: Q2 2018 in Review

Holistic Financial Partners sold out of Liberty Broadband Class A (LBRDA) in Q2 2018, closing a stake of 471 shares — an estimated $40K sold.

Holistic Financial Partners first reported a position in LBRDA in Q4 2017 and held it in 2 quarters. The position peaked at $40K in Q1 2018. 240 funds tracked by Wall St. Rank hold LBRDA as of Q2 2018.

  • Holistic Financial Partners reported no remaining Liberty Broadband Class A position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 471 Liberty Broadband Class A shares in Q2 2018, an estimated $40K.
  • Holistic Financial Partners first reported a position in Liberty Broadband Class A in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Liberty Broadband Class A position peaked at $40K in Q1 2018.
  • 240 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.