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Tortoise Capital Advisors’s Liberty Energy LBRT Stock Holding History

Tortoise Capital Advisors’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16
Closed – – 145
2019
Q2 		$0 Hold
16
– – ﹤0.01% 163
2019
Q1 		$0 Hold
16
– – ﹤0.01% 169
2018
Q4 		$0 Hold
16
– – ﹤0.01% 167
2018
Q3 		$0 Buy
+16
New +$310 ﹤0.01% 179

Other funds holding LBRT

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JWM
JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tortoise Capital Advisors's LBRT Position: Q3 2019 in Review

Tortoise Capital Advisors sold out of Liberty Energy (LBRT) in Q3 2019, closing a stake of 16 shares.

Tortoise Capital Advisors first reported a position in LBRT in Q3 2018 and held it in 4 quarters. The position peaked at $0 in Q2 2019. 114 funds tracked by Wall St. Rank hold LBRT as of Q3 2019.

  • Tortoise Capital Advisors reported no remaining Liberty Energy position as of Q3 2019 after selling out during the quarter.
  • Tortoise Capital Advisors sold 16 Liberty Energy shares in Q3 2019.
  • Tortoise Capital Advisors first reported a position in Liberty Energy in Q3 2018 and held it in 4 quarters.
  • Tortoise Capital Advisors's Liberty Energy position peaked at $0 in Q2 2019.
  • 114 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2019.

Based on Tortoise Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.