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WealthPLAN Partners’s Liberty Latin America Class A LILA Stock Holding History

WealthPLAN Partners’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-73
Closed -$1.06K – 322
2017
Q1 		$1.06K Buy
+73
New +$1.08K ﹤0.01% 429
2016
Q3 		$1.58K Sell
87
-61
-41% -$1.2K ﹤0.01% 873
2016
Q2 		$1.23K Buy
+148
New +$3.49K ﹤0.01% 2305
2015
Q4 		$124 Buy
+5
New +$120 ﹤0.01% 1633

Other funds holding LILA

GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

WealthPLAN Partners's LILA Position: Q2 2017 in Review

WealthPLAN Partners sold out of Liberty Latin America Class A (LILA) in Q2 2017, closing a stake of 73 shares — an estimated $1.06K sold.

WealthPLAN Partners first reported a position in LILA in Q4 2015 and held it in 4 quarters. The position peaked at $1.58K in Q3 2016. 153 funds tracked by Wall St. Rank hold LILA as of Q2 2017.

  • WealthPLAN Partners reported no remaining Liberty Latin America Class A position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 73 Liberty Latin America Class A shares in Q2 2017, an estimated $1.06K.
  • WealthPLAN Partners first reported a position in Liberty Latin America Class A in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Liberty Latin America Class A position peaked at $1.58K in Q3 2016.
  • 153 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q2 2017.

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