WP
LBRDA

WealthPLAN Partners’s Liberty Broadband Class A LBRDA Stock Holding History

WealthPLAN Partners’s Portfolio LBRDA Stock Details LBRDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-51
Closed -$4.41K – 319
2017
Q1 		$4.41K Buy
+51
New +$4.18K 0.02% 359
2016
Q3 		$16.4K Sell
235
-296
-56% -$19.5K 0.01% 518
2016
Q2 		$14.2K Buy
+531
New +$30.9K ﹤0.01% 1589
2015
Q4 		$3.82K Buy
+100
New +$5.32K ﹤0.01% 1388

Other funds holding LBRDA

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

WealthPLAN Partners's LBRDA Position: Q2 2017 in Review

WealthPLAN Partners sold out of Liberty Broadband Class A (LBRDA) in Q2 2017, closing a stake of 51 shares — an estimated $4.41K sold.

WealthPLAN Partners first reported a position in LBRDA in Q4 2015 and held it in 4 quarters. The position peaked at $16.4K in Q3 2016. 208 funds tracked by Wall St. Rank hold LBRDA as of Q2 2017.

  • WealthPLAN Partners reported no remaining Liberty Broadband Class A position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 51 Liberty Broadband Class A shares in Q2 2017, an estimated $4.41K.
  • WealthPLAN Partners first reported a position in Liberty Broadband Class A in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Liberty Broadband Class A position peaked at $16.4K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.