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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,188
Closed -$77K – 1298
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

Other funds holding LBTYK

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
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

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

Wealthspire Advisors (Maryland) sold out of Liberty Global Class C (LBTYK) in Q2 2019, closing a stake of 3,188 shares — an estimated $77K sold.

Wealthspire Advisors (Maryland) first reported a position in LBTYK in Q4 2015 and held it in 14 quarters. The position peaked at $412K in Q2 2017. 365 funds tracked by Wall St. Rank hold LBTYK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Liberty Global Class C position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,188 Liberty Global Class C shares in Q2 2019, an estimated $77K.
  • Wealthspire Advisors (Maryland) first reported a position in Liberty Global Class C in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Liberty Global Class C position peaked at $412K in Q2 2017.
  • 365 funds tracked by Wall St. Rank held Liberty Global Class C as of Q2 2019.

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