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IBEX Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

IBEX Wealth Advisors’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
2019
Q3 		– Sell
-585
Closed -$15K – 251
2019
Q2 		$15K Buy
+585
New +$15K ﹤0.01% 303
2017
Q1 		– Sell
-585
Closed -$20K – 244
2016
Q4 		$20K Buy
+585
New +$18K 0.01% 226

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IBEX Wealth Advisors's LBTYK Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Liberty Global Class C (LBTYK) in Q3 2019, closing a stake of 585 shares — an estimated $15K sold.

IBEX Wealth Advisors first reported a position in LBTYK in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q4 2016. 363 funds tracked by Wall St. Rank hold LBTYK as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Liberty Global Class C position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 585 Liberty Global Class C shares in Q3 2019, an estimated $15K.
  • IBEX Wealth Advisors first reported a position in Liberty Global Class C in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Liberty Global Class C position peaked at $20K in Q4 2016.
  • 363 funds tracked by Wall St. Rank held Liberty Global Class C as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.