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Moneta Group Investment Advisors’s Liberty Global Class C LBTYK Stock Holding History

Moneta Group Investment 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
2017
Q4 		– Sell
-15,082
Closed -$493K – 514
2017
Q3 		$493K Buy
+15,082
New +$487K 0.08% 120
2015
Q3 		– Sell
-11,669
Closed -$478K – 524
2015
Q2 		$478K Buy
+11,669
New +$483K 0.15% 78

Other funds holding LBTYK

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Moneta Group Investment Advisors's LBTYK Position: Q4 2017 in Review

Moneta Group Investment Advisors sold out of Liberty Global Class C (LBTYK) in Q4 2017, closing a stake of 15,082 shares — an estimated $493K sold.

Moneta Group Investment Advisors first reported a position in LBTYK in Q2 2015 and held it in 2 quarters. The position peaked at $493K in Q3 2017. 397 funds tracked by Wall St. Rank hold LBTYK as of Q4 2017.

  • Moneta Group Investment Advisors reported no remaining Liberty Global Class C position as of Q4 2017 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 15,082 Liberty Global Class C shares in Q4 2017, an estimated $493K.
  • Moneta Group Investment Advisors first reported a position in Liberty Global Class C in Q2 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Liberty Global Class C position peaked at $493K in Q3 2017.
  • 397 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2017.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.