LWM
PK icon

Liberty Wealth Management’s Park Hotels & Resorts PK Stock Holding History

Liberty Wealth Management’s Portfolio PK Stock Details PK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-144
Closed -$3K – 823
2018
Q4 		$3K Buy
+144
New +$4.26K ﹤0.01% 639

Other funds holding PK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Liberty Wealth Management's PK Position: Q1 2019 in Review

Liberty Wealth Management sold out of Park Hotels & Resorts (PK) in Q1 2019, closing a stake of 144 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in PK in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 302 funds tracked by Wall St. Rank hold PK as of Q1 2019.

  • Liberty Wealth Management reported no remaining Park Hotels & Resorts position as of Q1 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 144 Park Hotels & Resorts shares in Q1 2019, an estimated $3K.
  • Liberty Wealth Management first reported a position in Park Hotels & Resorts in Q4 2018 and held it in 1 quarter.
  • Liberty Wealth Management's Park Hotels & Resorts position peaked at $3K in Q4 2018.
  • 302 funds tracked by Wall St. Rank held Park Hotels & Resorts as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.