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Wealthspire Advisors (Maryland)’s Liberty Broadband Class A LBRDA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-11
Closed -$1K – 1295
2019
Q1 		$1K Hold
11
– – ﹤0.01% 2352
2018
Q4 		$1K Sell
11
-5
-31% -$402 ﹤0.01% 2288
2018
Q3 		$1K Buy
16
+5
+45% +$398 ﹤0.01% 2296
2018
Q2 		$1K Hold
11
– – ﹤0.01% 2324
2018
Q1 		$1K Sell
11
-14
-56% -$1.25K ﹤0.01% 2353
2017
Q4 		$2K Buy
25
+3
+14% +$264 ﹤0.01% 2135
2017
Q3 		$2K Buy
22
+7
+47% +$668 ﹤0.01% 1992
2017
Q2 		$1K Buy
15
+7
+88% +$604 ﹤0.01% 2094
2017
Q1 		$1K Hold
8
– – ﹤0.01% 1813
2016
Q4 		$1K Hold
8
– – ﹤0.01% 1652
2016
Q3 		$1K Hold
8
– – ﹤0.01% 1641
2016
Q2 		$0 Hold
8
– – ﹤0.01% 1762
2016
Q1 		$0 Sell
8
-3
-27% -$151 ﹤0.01% 1804
2015
Q4 		$1K Buy
+11
New +$585 ﹤0.01% 1630

Other funds holding LBRDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LBRDA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Liberty Broadband Class A (LBRDA) in Q2 2019, closing a stake of 11 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in LBRDA in Q4 2015 and held it in 14 quarters. The position peaked at $2K in Q4 2017. 242 funds tracked by Wall St. Rank hold LBRDA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Liberty Broadband Class A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11 Liberty Broadband Class A shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Liberty Broadband Class A in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Liberty Broadband Class A position peaked at $2K in Q4 2017.
  • 242 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.