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IBEX Wealth Advisors’s Liberty Latin America Class A LILA Stock Holding History

IBEX Wealth Advisors’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-312
Closed -$3K – 252
2019
Q2 		$3K Buy
+312
New +$3.82K ﹤0.01% 385
2017
Q1 		– Sell
-312
Closed -$5K – 245
2016
Q4 		$5K Buy
+312
New +$4.74K ﹤0.01% 371

Other funds holding LILA

GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Liberty Latin America Class A (LILA) in Q3 2019, closing a stake of 312 shares — an estimated $3K sold.

IBEX Wealth Advisors first reported a position in LILA in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 135 funds tracked by Wall St. Rank hold LILA as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Liberty Latin America Class A position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 312 Liberty Latin America Class A shares in Q3 2019, an estimated $3K.
  • IBEX Wealth Advisors first reported a position in Liberty Latin America Class A in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Liberty Latin America Class A position peaked at $5K in Q4 2016.
  • 135 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q3 2019.

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