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UCFA
United Capital Financial Advisors’s
Liberty Global Class C
LBTYK
Stock Holding History
United Capital Financial 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
2026
Q1
$203K
Buy
+17,285
New
+$198K
﹤0.01%
1550
2021
Q4
–
Sell
-6,973
Closed
-$205K
–
1228
2021
Q3
$205K
Buy
+6,973
New
+$194K
﹤0.01%
1139
2019
Q1
–
Sell
-12,324
Closed
-$254K
–
1377
2018
Q4
$254K
Buy
12,324
+2,514
+26%
+$60.1K
﹤0.01%
1119
2018
Q3
$276K
Buy
9,810
+841
+9%
+$22.7K
﹤0.01%
1137
2018
Q2
$239K
Buy
8,969
+685
+8%
+$20K
﹤0.01%
1175
2018
Q1
$252K
Sell
8,284
-8
-0.1%
-$265
﹤0.01%
1152
2017
Q4
$281K
Buy
8,292
+348
+4%
+$10.7K
﹤0.01%
1137
2017
Q3
$260K
Buy
+7,944
New
+$257K
﹤0.01%
1159
2017
Q2
–
Sell
-6,010
Closed
-$211K
–
1294
2017
Q1
$211K
Buy
+6,010
New
+$207K
﹤0.01%
1171
2016
Q4
–
Sell
-16,807
Closed
-$555K
–
1292
2016
Q3
$555K
Sell
16,807
-3,891
-19%
-$120K
0.01%
931
2016
Q2
$600K
Sell
20,698
-2,472
-11%
-$77.9K
0.01%
864
2016
Q1
$755K
Buy
23,170
+3,178
+16%
+$96.7K
0.01%
774
2015
Q4
$708K
Sell
19,992
-2,754
-12%
-$99.3K
0.01%
785
2015
Q3
$810K
Buy
22,746
+8,973
+65%
+$363K
0.01%
750
2015
Q2
$526K
Buy
13,773
+2,457
+22%
+$102K
0.01%
898
2015
Q1
$462K
Buy
11,316
+1,484
+15%
+$58.8K
0.01%
921
2014
Q4
$384K
Buy
+9,832
New
+$359K
0.01%
900
Other funds holding LBTYK
BG
Baupost Group
Boston, Massachusetts
$5.12B AUM
15.99%
1-Year Est. Return
RCMNY
Rubric Capital Management (New York)
New York
$8.16B AUM
68.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
AACR
ACR Alpine Capital Research
St. Louis, Missouri
$6.7B AUM
33.44%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
OAM
Oppenheimer Asset Management
New York
$8.76B AUM
23.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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