Wealthspire Advisors (Maryland)’s Liberty Latin America Class A LILA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LILA Stock Details LILA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-62	Closed	-$1K	–	1312
2019 Q1	$1K	Hold	62	–	–	﹤0.01%	2353
2018 Q4	$1K	Buy	+62	New	+$716	﹤0.01%	2289
2018 Q1	–	Sell	-125	Closed	-$2K	–	2579
2017 Q4	$2K	Buy	125 +66	+112%	+$933	﹤0.01%	2136
2017 Q3	$1K	Hold	59	–	–	﹤0.01%	2110
2017 Q2	$1K	Hold	59	–	–	﹤0.01%	2095
2017 Q1	$1K	Hold	59	–	–	﹤0.01%	1815
2016 Q4	$1K	Hold	59	–	–	﹤0.01%	1654
2016 Q3	$1K	Sell	59 -327	-85%	-$6.45K	﹤0.01%	1642
2016 Q2	$8K	Buy	386 +363	+1,578%	+$8.57K	﹤0.01%	1238
2016 Q1	$1K	Hold	23	–	–	﹤0.01%	1654
2015 Q4	$1K	Buy	+23	New	+$551	﹤0.01%	1631

Other funds holding LILA

GAM

Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCI

S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Liberty Latin America Class A (LILA) in Q2 2019, closing a stake of 62 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in LILA in Q4 2015 and held it in 11 quarters. The position peaked at $8K in Q2 2016. 131 funds tracked by Wall St. Rank hold LILA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Liberty Latin America Class A position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 62 Liberty Latin America Class A shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Liberty Latin America Class A in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Liberty Latin America Class A position peaked at $8K in Q2 2016.
131 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q2 2019.

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