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Measured Wealth Private Client Group’s Liberty Global Class C LBTYK Stock Holding History

Measured Wealth Private Client Group’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
-111
Closed -$3K – 427
2018
Q3 		$3K Buy
+111
New +$3K ﹤0.01% 741

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

Measured Wealth Private Client Group's LBTYK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Liberty Global Class C (LBTYK) in Q4 2018, closing a stake of 111 shares — an estimated $3K sold.

Measured Wealth Private Client Group first reported a position in LBTYK in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 350 funds tracked by Wall St. Rank hold LBTYK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Liberty Global Class C position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 111 Liberty Global Class C shares in Q4 2018, an estimated $3K.
  • Measured Wealth Private Client Group first reported a position in Liberty Global Class C in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Liberty Global Class C position peaked at $3K in Q3 2018.
  • 350 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.