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Wealthspire Advisors (Maryland)’s Liberty Global Class A LBTYA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-140
Closed -$3K – 1297
2019
Q1 		$3K Buy
140
+11
+9% +$269 ﹤0.01% 2015
2018
Q4 		$3K Sell
129
-8
-6% -$196 ﹤0.01% 1958
2018
Q3 		$4K Sell
137
-526
-79% -$14.7K ﹤0.01% 1906
2018
Q2 		$18K Sell
663
-558
-46% -$16.8K ﹤0.01% 1352
2018
Q1 		$38K Sell
1,221
-159
-12% -$5.49K ﹤0.01% 1090
2017
Q4 		$49K Sell
1,380
-2,245
-62% -$71.4K ﹤0.01% 1020
2017
Q3 		$123K Sell
3,625
-3,366
-48% -$112K 0.01% 630
2017
Q2 		$225K Sell
6,991
-4,471
-39% -$143K 0.03% 416
2017
Q1 		$411K Buy
11,462
+10,135
+764% +$359K 0.06% 222
2016
Q4 		$41K Sell
1,327
-51
-4% -$1.61K 0.01% 827
2016
Q3 		$47K Sell
1,378
-483
-26% -$15.3K 0.01% 792
2016
Q2 		$54K Buy
1,861
+160
+9% +$5.2K 0.01% 714
2016
Q1 		$57K Buy
1,701
+1,374
+420% +$43.3K 0.01% 670
2015
Q4 		$12K Buy
+327
New +$12.3K ﹤0.01% 1146

Other funds holding LBTYA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
AC
Alatus Capital Geneva, Switzerland $35.9M AUM 24.89% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Liberty Global Class A (LBTYA) in Q2 2019, closing a stake of 140 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in LBTYA in Q4 2015 and held it in 14 quarters. The position peaked at $411K in Q1 2017. 269 funds tracked by Wall St. Rank hold LBTYA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Liberty Global Class A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 140 Liberty Global Class A shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Liberty Global Class A in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Liberty Global Class A position peaked at $411K in Q1 2017.
  • 269 funds tracked by Wall St. Rank held Liberty Global Class A as of Q2 2019.

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