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Mount Yale Investment Advisors’s Liberty Global Class C LBTYK Stock Holding History

Mount Yale 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
2018
Q4 		– Sell
-3,170
Closed -$82K – 555
2018
Q3 		$82K Buy
+3,170
New +$85.6K 0.01% 502

Other funds holding LBTYK

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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

Mount Yale Investment Advisors's LBTYK Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Liberty Global Class C (LBTYK) in Q4 2018, closing a stake of 3,170 shares — an estimated $82K sold.

Mount Yale Investment Advisors first reported a position in LBTYK in Q3 2018 and held it in 1 quarter. The position peaked at $82K in Q3 2018. 350 funds tracked by Wall St. Rank hold LBTYK as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Liberty Global Class C position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,170 Liberty Global Class C shares in Q4 2018, an estimated $82K.
  • Mount Yale Investment Advisors first reported a position in Liberty Global Class C in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Liberty Global Class C position peaked at $82K in Q3 2018.
  • 350 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.