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Holistic Financial Partners’s Liberty Global Class A LBTYA Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-3,510
Closed -$110K – 217
2018
Q1 		$110K Hold
3,510
– – 0.09% 103
2017
Q4 		$126K Buy
+3,510
New +$112K 0.1% 97

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

Holistic Financial Partners sold out of Liberty Global Class A (LBTYA) in Q2 2018, closing a stake of 3,510 shares — an estimated $110K sold.

Holistic Financial Partners first reported a position in LBTYA in Q4 2017 and held it in 2 quarters. The position peaked at $126K in Q4 2017. 295 funds tracked by Wall St. Rank hold LBTYA as of Q2 2018.

  • Holistic Financial Partners reported no remaining Liberty Global Class A position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 3,510 Liberty Global Class A shares in Q2 2018, an estimated $110K.
  • Holistic Financial Partners first reported a position in Liberty Global Class A in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Liberty Global Class A position peaked at $126K in Q4 2017.
  • 295 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2018.

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