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Mount Yale Investment Advisors’s Liberty Broadband Class C LBRDK Stock Holding History

Mount Yale Investment Advisors’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-129
Closed -$12.7K – 1184
2025
Q2 		$12.7K Buy
+129
New +$11.6K ﹤0.01% 1107
2020
Q1 		– Sell
-3,891
Closed -$517K – 317
2019
Q4 		$517K Sell
3,891
-157
-4% -$18.3K 0.09% 194
2019
Q3 		$475K Sell
4,048
-2,298
-36% -$240K 0.09% 202
2019
Q2 		$625K Sell
6,346
-680
-10% -$67K 0.12% 147
2019
Q1 		$645K Sell
7,026
-222
-3% -$18.9K 0.12% 139
2018
Q4 		$627K Sell
7,248
-220
-3% -$17.6K 0.13% 145
2018
Q3 		$631K Sell
7,468
-799
-10% -$63.7K 0.11% 146
2018
Q2 		$626K Buy
8,267
+329
+4% +$24.9K 0.12% 151
2018
Q1 		$680K Buy
+7,938
New +$715K 0.15% 136

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return