WAM
LBRDK

Wealthspire Advisors (Maryland)’s Liberty Broadband Class C LBRDK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-229
Closed -$21K – 1296
2019
Q1 		$21K Sell
229
-41
-15% -$3.49K ﹤0.01% 1252
2018
Q4 		$19K Sell
270
-430
-61% -$34.5K ﹤0.01% 1222
2018
Q3 		$59K Buy
700
+24
+4% +$1.91K ﹤0.01% 908
2018
Q2 		$51K Sell
676
-236
-26% -$17.9K ﹤0.01% 972
2018
Q1 		$78K Sell
912
-20
-2% -$1.8K 0.01% 808
2017
Q4 		$79K Buy
932
+18
+2% +$1.6K 0.01% 809
2017
Q3 		$87K Buy
914
+9
+1% +$866 0.01% 765
2017
Q2 		$79K Buy
905
+340
+60% +$29.7K 0.01% 788
2017
Q1 		$49K Buy
565
+13
+2% +$1.08K 0.01% 808
2016
Q4 		$41K Buy
552
+3
+0.5% +$211 0.01% 826
2016
Q3 		$39K Hold
549
– – 0.01% 848
2016
Q2 		$33K Buy
549
+7
+1% +$408 0.01% 830
2016
Q1 		$31K Buy
542
+244
+82% +$12.3K 0.01% 825
2015
Q4 		$15K Buy
+298
New +$15.8K ﹤0.01% 1070

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Liberty Broadband Class C (LBRDK) in Q2 2019, closing a stake of 229 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in LBRDK in Q4 2015 and held it in 14 quarters. The position peaked at $87K in Q3 2017. 398 funds tracked by Wall St. Rank hold LBRDK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Liberty Broadband Class C position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 229 Liberty Broadband Class C shares in Q2 2019, an estimated $21K.
  • Wealthspire Advisors (Maryland) first reported a position in Liberty Broadband Class C in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Liberty Broadband Class C position peaked at $87K in Q3 2017.
  • 398 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q2 2019.

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