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Marks Group Wealth Management’s Liberty Broadband Class A LBRDA Stock Holding History

Marks Group Wealth Management’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,505
Closed -$781K – 260
2020
Q3 		$781K Buy
5,505
+164
+3% +$22.2K 0.14% 144
2020
Q2 		$604K Buy
5,341
+72
+1% +$8.86K 0.12% 144
2020
Q1 		$538K Buy
5,269
+30
+0.6% +$3.67K 0.14% 143
2019
Q4 		$652K Buy
+5,239
New +$607K 0.13% 156

Other funds holding LBRDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marks Group Wealth Management's LBRDA Position: Q4 2020 in Review

Marks Group Wealth Management sold out of Liberty Broadband Class A (LBRDA) in Q4 2020, closing a stake of 5,505 shares — an estimated $781K sold.

Marks Group Wealth Management first reported a position in LBRDA in Q4 2019 and held it in 4 quarters. The position peaked at $781K in Q3 2020. 310 funds tracked by Wall St. Rank hold LBRDA as of Q4 2020.

  • Marks Group Wealth Management reported no remaining Liberty Broadband Class A position as of Q4 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 5,505 Liberty Broadband Class A shares in Q4 2020, an estimated $781K.
  • Marks Group Wealth Management first reported a position in Liberty Broadband Class A in Q4 2019 and held it in 4 quarters.
  • Marks Group Wealth Management's Liberty Broadband Class A position peaked at $781K in Q3 2020.
  • 310 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q4 2020.

Based on Marks Group Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.