IHL
LBRT icon

Investment House LLC’s Liberty Energy LBRT Stock Holding History

Investment House LLC’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-42,115
Closed -$788K – 195
2018
Q2 		$788K Buy
+42,115
New +$825K 0.09% 118

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Investment House LLC's LBRT Position: Q3 2018 in Review

Investment House LLC sold out of Liberty Energy (LBRT) in Q3 2018, closing a stake of 42,115 shares — an estimated $788K sold.

Investment House LLC first reported a position in LBRT in Q2 2018 and held it in 1 quarter. The position peaked at $788K in Q2 2018. 84 funds tracked by Wall St. Rank hold LBRT as of Q3 2018.

  • Investment House LLC reported no remaining Liberty Energy position as of Q3 2018 after selling out during the quarter.
  • Investment House LLC sold 42,115 Liberty Energy shares in Q3 2018, an estimated $788K.
  • Investment House LLC first reported a position in Liberty Energy in Q2 2018 and held it in 1 quarter.
  • Investment House LLC's Liberty Energy position peaked at $788K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2018.

Based on Investment House LLC's 13F filing for Q3 2018, filed 9 Oct 2018.