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WAM
Wealthspire Advisors (Maryland)’s
Liberty Global Class C
LBTYK
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
LBTYK Stock Details
LBTYK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-3,188
Closed
-$77K
–
1324
2019
Q1
$77K
Sell
3,188
-57
-2%
-$1.35K
0.01%
733
2018
Q4
$67K
Sell
3,245
-2,074
-39%
-$49.6K
0.01%
741
2018
Q3
$150K
Sell
5,319
-2,234
-30%
-$60.3K
0.01%
540
2018
Q2
$201K
Sell
7,553
-1,854
-20%
-$54.2K
0.02%
463
2018
Q1
$286K
Buy
9,407
+129
+1%
+$4.28K
0.03%
371
2017
Q4
$314K
Sell
9,278
-2,615
-22%
-$80.3K
0.03%
355
2017
Q3
$389K
Sell
11,893
-1,307
-10%
-$42.2K
0.04%
297
2017
Q2
$412K
Buy
13,200
+3,173
+32%
+$99K
0.05%
267
2017
Q1
$351K
Buy
10,027
+383
+4%
+$13.2K
0.05%
253
2016
Q4
$286K
Sell
9,644
-49
-0.5%
-$1.5K
0.04%
288
2016
Q3
$320K
Sell
9,693
-1,250
-11%
-$38.6K
0.05%
254
2016
Q2
$314K
Buy
10,943
+566
+5%
+$17.8K
0.05%
242
2016
Q1
$338K
Buy
10,377
+3,664
+55%
+$111K
0.06%
226
2015
Q4
$238K
Buy
+6,713
New
+$242K
0.04%
317
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$182B AUM
14.68%
1-Year Est. Return
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$5.12B AUM
15.99%
1-Year Est. Return
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$29.8B AUM
12.13%
1-Year Est. Return
Harris Associates
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$74.9B AUM
11.27%
1-Year Est. Return
JSP
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$247M AUM
20.29%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
PG
Pendal Group
Sydney, Australia
$11.6B AUM
12.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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