VFA
LBTYB

Valeo Financial Advisors’s Liberty Global plc Class B LBTYB Stock Holding History

Valeo Financial Advisors’s Portfolio LBTYB Stock Details LBTYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,250
Closed -$31K – 1900
2018
Q3 		$31K Hold
1,250
– – ﹤0.01% 658
2018
Q2 		$35K Buy
+1,250
New +$36.9K ﹤0.01% 628

Other funds holding LBTYB

AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's LBTYB Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Liberty Global plc Class B (LBTYB) in Q4 2018, closing a stake of 1,250 shares — an estimated $31K sold.

Valeo Financial Advisors first reported a position in LBTYB in Q2 2018 and held it in 2 quarters. The position peaked at $35K in Q2 2018. 6 funds tracked by Wall St. Rank hold LBTYB as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Liberty Global plc Class B position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,250 Liberty Global plc Class B shares in Q4 2018, an estimated $31K.
  • Valeo Financial Advisors first reported a position in Liberty Global plc Class B in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Liberty Global plc Class B position peaked at $35K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Liberty Global plc Class B as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.