Institute for Wealth Management’s GCI Liberty, Inc. Class A Common Stock (DE) GLIBA Stock Holding History

Institute for Wealth Management’s Portfolio GLIBA Stock Details GLIBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,784	Closed	-$268K	–	705
2019 Q4	$268K	Hold	3,784	–	–	0.06%	368
2019 Q3	$235K	Hold	3,784	–	–	0.06%	368
2019 Q2	$233K	Sell	3,784 -275	-7%	-$16.3K	0.05%	405
2019 Q1	$226K	Buy	+4,059	New	+$205K	0.05%	393

Other funds holding GLIBA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Institute for Wealth Management's GLIBA Position: Q1 2020 in Review

Institute for Wealth Management sold out of GCI Liberty, Inc. Class A Common Stock (DE) (GLIBA) in Q1 2020, closing a stake of 3,784 shares — an estimated $268K sold.

Institute for Wealth Management first reported a position in GLIBA in Q1 2019 and held it in 4 quarters. The position peaked at $268K in Q4 2019. 302 funds tracked by Wall St. Rank hold GLIBA as of Q1 2020.

Institute for Wealth Management reported no remaining GCI Liberty, Inc. Class A Common Stock (DE) position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 3,784 GCI Liberty, Inc. Class A Common Stock (DE) shares in Q1 2020, an estimated $268K.
Institute for Wealth Management first reported a position in GCI Liberty, Inc. Class A Common Stock (DE) in Q1 2019 and held it in 4 quarters.
Institute for Wealth Management's GCI Liberty, Inc. Class A Common Stock (DE) position peaked at $268K in Q4 2019.
302 funds tracked by Wall St. Rank held GCI Liberty, Inc. Class A Common Stock (DE) as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.