KJWM
LBTYK icon

Kiley Juergens Wealth Management’s Liberty Global Class C LBTYK Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-133
Closed – – 376
2018
Q3 		$0 Hold
133
– – ﹤0.01% 711
2018
Q2 		$0 Buy
+133
New +$3.88K ﹤0.01% 647
2018
Q1 		– Sell
-133
Closed -$4K – 373
2017
Q4 		$4K Buy
+133
New +$4.09K ﹤0.01% 586

Other funds holding LBTYK

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Kiley Juergens Wealth Management's LBTYK Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Liberty Global Class C (LBTYK) in Q4 2018, closing a stake of 133 shares.

Kiley Juergens Wealth Management first reported a position in LBTYK in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 350 funds tracked by Wall St. Rank hold LBTYK as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Liberty Global Class C position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 133 Liberty Global Class C shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Liberty Global Class C in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Liberty Global Class C position peaked at $4K in Q4 2017.
  • 350 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.