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Waldron Private Wealth’s Liberty Global Class A LBTYA Stock Holding History

Waldron Private Wealth’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
2018
Q1 		– Sell
-5,850
Closed -$209K – 182
2017
Q4 		$209K Buy
+5,850
New +$186K 0.05% 156
2017
Q2 		– Sell
-5,850
Closed -$209K – 177
2017
Q1 		$209K Buy
+5,850
New +$207K 0.05% 205
2016
Q2 		– Sell
-6,365
Closed -$213K – 170
2016
Q1 		$213K Sell
6,365
-451
-7% -$14.2K 0.08% 138
2015
Q4 		$252K Buy
+6,816
New +$257K 0.09% 129

Other funds holding LBTYA

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.69B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return