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Mosaic Family Wealth’s Liberty Broadband Class A LBRDA Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-40
Closed -$4K – 405
2019
Q1 		$4K Hold
40
– – ﹤0.01% 592
2018
Q4 		$3K Buy
40
+17
+74% +$1.36K ﹤0.01% 578
2018
Q3 		$2K Sell
23
-35
-60% -$2.79K ﹤0.01% 606
2018
Q2 		$4K Buy
58
+35
+152% +$2.63K ﹤0.01% 605
2018
Q1 		$2K Hold
23
– – ﹤0.01% 630
2017
Q4 		$2K Sell
23
-178
-89% -$15.7K ﹤0.01% 648
2017
Q3 		$19K Sell
201
-3
-1% -$286 0.01% 481
2017
Q2 		$18K Hold
204
– – 0.01% 447
2017
Q1 		$17K Sell
204
-21
-9% -$1.72K 0.01% 456
2016
Q4 		$16K Hold
225
– – 0.01% 458
2016
Q3 		$16K Sell
225
-6
-3% -$395 0.01% 468
2016
Q2 		$14K Hold
231
– – 0.01% 488
2016
Q1 		$13K Buy
231
+7
+3% +$353 0.01% 490
2015
Q4 		$11K Buy
+224
New +$11.9K ﹤0.01% 518

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mosaic Family Wealth's LBRDA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Liberty Broadband Class A (LBRDA) in Q2 2019, closing a stake of 40 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in LBRDA in Q4 2015 and held it in 14 quarters. The position peaked at $19K in Q3 2017. 242 funds tracked by Wall St. Rank hold LBRDA as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Liberty Broadband Class A position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 40 Liberty Broadband Class A shares in Q2 2019, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Liberty Broadband Class A in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Liberty Broadband Class A position peaked at $19K in Q3 2017.
  • 242 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.