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Legacy Financial Advisors’s Liberty Global Class C LBTYK Stock Holding History

Legacy Financial 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
2020
Q1 		– Sell
-32,971
Closed -$719K – 94
2019
Q4 		$719K Hold
32,971
– – 0.23% 47
2019
Q3 		$784K Sell
32,971
-645
-2% -$16.8K 0.26% 42
2019
Q2 		$892K Sell
33,616
-735
-2% -$18.9K 0.32% 33
2019
Q1 		$832K Buy
34,351
+2,040
+6% +$48.3K 0.28% 35
2018
Q4 		$667K Sell
32,311
-1,485
-4% -$35.5K 0.26% 41
2018
Q3 		$951K Buy
33,796
+16,936
+100% +$457K 0.34% 30
2018
Q2 		$478K Buy
16,860
+85
+0.5% +$2.48K 0.18% 53
2018
Q1 		$523K Buy
16,775
+4,510
+37% +$150K 0.21% 47
2017
Q4 		$415K Buy
+12,265
New +$377K 0.17% 52

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Legacy Financial Advisors's LBTYK Position: Q1 2020 in Review

Legacy Financial Advisors sold out of Liberty Global Class C (LBTYK) in Q1 2020, closing a stake of 32,971 shares — an estimated $719K sold.

Legacy Financial Advisors first reported a position in LBTYK in Q4 2017 and held it in 9 quarters. The position peaked at $951K in Q3 2018. 338 funds tracked by Wall St. Rank hold LBTYK as of Q1 2020.

  • Legacy Financial Advisors reported no remaining Liberty Global Class C position as of Q1 2020 after selling out during the quarter.
  • Legacy Financial Advisors sold 32,971 Liberty Global Class C shares in Q1 2020, an estimated $719K.
  • Legacy Financial Advisors first reported a position in Liberty Global Class C in Q4 2017 and held it in 9 quarters.
  • Legacy Financial Advisors's Liberty Global Class C position peaked at $951K in Q3 2018.
  • 338 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2020.

Based on Legacy Financial Advisors's 13F filing for Q1 2020, filed 12 May 2020.