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OTA Financial Group’s Liberty Global Class C LBTYK Stock Holding History

OTA Financial Group’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
2019
Q4 		– Sell
-17,209
Closed -$409K – 68
2019
Q3 		$409K Buy
+17,209
New +$448K 0.34% 30
2019
Q1 		– Sell
-20,384
Closed -$420K – 52
2018
Q4 		$420K Buy
+20,384
New +$488K 0.2% 43
2018
Q1 		– Sell
-45,700
Closed -$1.55M – 79
2017
Q4 		$1.55M Buy
45,700
+35,104
+331% +$1.08M 0.61% 23
2017
Q3 		$346K Buy
+10,596
New +$342K 0.19% 46

Other funds holding LBTYK

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

OTA Financial Group's LBTYK Position: Q4 2019 in Review

OTA Financial Group sold out of Liberty Global Class C (LBTYK) in Q4 2019, closing a stake of 17,209 shares — an estimated $409K sold.

OTA Financial Group first reported a position in LBTYK in Q3 2017 and held it in 4 quarters. The position peaked at $1.55M in Q4 2017. 376 funds tracked by Wall St. Rank hold LBTYK as of Q4 2019.

  • OTA Financial Group reported no remaining Liberty Global Class C position as of Q4 2019 after selling out during the quarter.
  • OTA Financial Group sold 17,209 Liberty Global Class C shares in Q4 2019, an estimated $409K.
  • OTA Financial Group first reported a position in Liberty Global Class C in Q3 2017 and held it in 4 quarters.
  • OTA Financial Group's Liberty Global Class C position peaked at $1.55M in Q4 2017.
  • 376 funds tracked by Wall St. Rank held Liberty Global Class C as of Q4 2019.

Based on OTA Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.