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WealthPLAN Partners’s Liberty Global Class A LBTYA Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-75
Closed -$2.63K – 321
2017
Q1 		$2.63K Buy
+75
New +$2.66K 0.01% 397
2016
Q3 		$5.08K Sell
150
-150
-50% -$4.76K ﹤0.01% 713
2016
Q2 		$4.36K Buy
+300
New +$9.74K ﹤0.01% 2029
2015
Q4 		$3.18K Buy
+86
New +$3.25K ﹤0.01% 1431

Other funds holding LBTYA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

WealthPLAN Partners's LBTYA Position: Q2 2017 in Review

WealthPLAN Partners sold out of Liberty Global Class A (LBTYA) in Q2 2017, closing a stake of 75 shares — an estimated $2.63K sold.

WealthPLAN Partners first reported a position in LBTYA in Q4 2015 and held it in 4 quarters. The position peaked at $5.08K in Q3 2016. 312 funds tracked by Wall St. Rank hold LBTYA as of Q2 2017.

  • WealthPLAN Partners reported no remaining Liberty Global Class A position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 75 Liberty Global Class A shares in Q2 2017, an estimated $2.63K.
  • WealthPLAN Partners first reported a position in Liberty Global Class A in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Liberty Global Class A position peaked at $5.08K in Q3 2016.
  • 312 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2017.

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