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Lenox Wealth Advisors’s Liberty Global Class C LBTYK Stock Holding History

Lenox Wealth 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
2015
Q4 		– Sell
-347
Closed -$12K – 541
2015
Q3 		$12K Sell
347
-25
-7% -$1.01K ﹤0.01% 170
2015
Q2 		$15K Hold
372
– – 0.01% 116
2015
Q1 		$15K Hold
372
– – 0.01% 141
2014
Q4 		$15K Sell
372
-113
-23% -$4.13K 0.01% 150
2014
Q3 		$16K Buy
+485
New +$16.3K 0.01% 143

Other funds holding LBTYK

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lenox Wealth Advisors's LBTYK Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of Liberty Global Class C (LBTYK) in Q4 2015, closing a stake of 347 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in LBTYK in Q3 2014 and held it in 5 quarters. The position peaked at $16K in Q3 2014. 404 funds tracked by Wall St. Rank hold LBTYK as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining Liberty Global Class C position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 347 Liberty Global Class C shares in Q4 2015, an estimated $12K.
  • Lenox Wealth Advisors first reported a position in Liberty Global Class C in Q3 2014 and held it in 5 quarters.
  • Lenox Wealth Advisors's Liberty Global Class C position peaked at $16K in Q3 2014.
  • 404 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.