NFG
LBTYA icon

Next Financial Group’s Liberty Global Class A LBTYA Stock Holding History

Next Financial Group’s Portfolio LBTYA Stock Details LBTYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9
Closed – – 1304
2020
Q1 		$0 Hold
9
– – ﹤0.01% 2272
2019
Q4 		$0 Hold
9
– – ﹤0.01% 2453
2019
Q3 		$0 Hold
9
– – ﹤0.01% 2365
2019
Q2 		$0 Buy
+9
New +$237 ﹤0.01% 2343
2019
Q1 		– Sell
-9
Closed – – 1899
2018
Q4 		$0 Sell
9
-41
-82% -$1.01K ﹤0.01% 2026
2018
Q3 		$1K Buy
+50
New +$1.4K ﹤0.01% 1403
2017
Q4 		– Sell
-219
Closed -$7K – 893
2017
Q3 		$7K Buy
219
+50
+30% +$1.67K ﹤0.01% 1333
2017
Q2 		$5K Hold
169
– – ﹤0.01% 1545
2017
Q1 		$6K Sell
169
-59
-26% -$2.09K ﹤0.01% 1456
2016
Q4 		$7K Sell
228
-1
-0.4% -$32 ﹤0.01% 1809
2016
Q3 		$8K Buy
229
+46
+25% +$1.46K ﹤0.01% 1758
2016
Q2 		$5K Sell
183
-27
-13% -$877 ﹤0.01% 1408
2016
Q1 		$7K Hold
210
– – ﹤0.01% 1282
2015
Q4 		$7K Hold
210
– – ﹤0.01% 1295
2015
Q3 		$7K Sell
210
-6
-3% -$261 ﹤0.01% 1324
2015
Q2 		$9K Hold
216
– – ﹤0.01% 1304
2015
Q1 		$9K Hold
216
– – ﹤0.01% 1286
2014
Q4 		$9K Sell
216
-259
-55% -$9.93K ﹤0.01% 1286
2014
Q3 		$17K Buy
475
+293
+161% +$10.4K ﹤0.01% 1503
2014
Q2 		$6K Buy
+182
New +$6.38K ﹤0.01% 883

Other funds holding LBTYA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Next Financial Group's LBTYA Position: Q2 2020 in Review

Next Financial Group sold out of Liberty Global Class A (LBTYA) in Q2 2020, closing a stake of 9 shares.

Next Financial Group first reported a position in LBTYA in Q2 2014 and held it in 20 quarters. The position peaked at $17K in Q3 2014. 258 funds tracked by Wall St. Rank hold LBTYA as of Q2 2020.

  • Next Financial Group reported no remaining Liberty Global Class A position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 9 Liberty Global Class A shares in Q2 2020.
  • Next Financial Group first reported a position in Liberty Global Class A in Q2 2014 and held it in 20 quarters.
  • Next Financial Group's Liberty Global Class A position peaked at $17K in Q3 2014.
  • 258 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.