WP
LBRDK

WealthPLAN Partners’s Liberty Broadband Class C LBRDK Stock Holding History

WealthPLAN Partners’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-138
Closed -$12.1K – 320
2017
Q1 		$12.1K Buy
+138
New +$11.5K 0.04% 241
2016
Q3 		$44.6K Sell
628
-648
-51% -$43.3K 0.01% 357
2016
Q2 		$38.3K Buy
+1,276
New +$74.4K ﹤0.01% 1048
2015
Q4 		$10.1K Buy
+246
New +$13K ﹤0.01% 1143

Other funds holding LBRDK

SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.44B AUM 3.53% 1-Year Est. Return

WealthPLAN Partners's LBRDK Position: Q2 2017 in Review

WealthPLAN Partners sold out of Liberty Broadband Class C (LBRDK) in Q2 2017, closing a stake of 138 shares — an estimated $12.1K sold.

WealthPLAN Partners first reported a position in LBRDK in Q4 2015 and held it in 4 quarters. The position peaked at $44.6K in Q3 2016. 317 funds tracked by Wall St. Rank hold LBRDK as of Q2 2017.

  • WealthPLAN Partners reported no remaining Liberty Broadband Class C position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 138 Liberty Broadband Class C shares in Q2 2017, an estimated $12.1K.
  • WealthPLAN Partners first reported a position in Liberty Broadband Class C in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Liberty Broadband Class C position peaked at $44.6K in Q3 2016.
  • 317 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2017.

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