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Mount Yale Investment Advisors’s Liberty Broadband Class A LBRDA Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-18
Closed -$1.76K – 1183
2025
Q2 		$1.76K Buy
+18
New +$1.6K ﹤0.01% 1348
2018
Q3 		– Sell
-155
Closed -$12K – 975
2018
Q2 		$12K Sell
155
-196
-56% -$14.8K ﹤0.01% 863
2018
Q1 		$30K Buy
+351
New +$31.4K 0.01% 709

Other funds holding LBRDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JP
JNE Partners London, United Kingdom $244M AUM 15.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's LBRDA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Liberty Broadband Class A (LBRDA) in Q3 2025, closing a stake of 18 shares — an estimated $1.76K sold.

Mount Yale Investment Advisors first reported a position in LBRDA in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q1 2018. 215 funds tracked by Wall St. Rank hold LBRDA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Liberty Broadband Class A position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 18 Liberty Broadband Class A shares in Q3 2025, an estimated $1.76K.
  • Mount Yale Investment Advisors first reported a position in Liberty Broadband Class A in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Liberty Broadband Class A position peaked at $30K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.