WAM
LVNTA

Wealthspire Advisors (Maryland)’s Liberty Interactive Corporation Series A Liberty Ventures LVNTA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LVNTA Stock Details LVNTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-167
Closed -$9K – 2734
2017
Q4 		$9K Buy
167
+73
+78% +$4.16K ﹤0.01% 1653
2017
Q3 		$5K Buy
94
+26
+38% +$1.5K ﹤0.01% 1826
2017
Q2 		$3K Buy
68
+11
+19% +$575 ﹤0.01% 1947
2017
Q1 		$3K Buy
57
+14
+33% +$600 ﹤0.01% 1659
2016
Q4 		$2K Sell
43
-29
-40% -$1.14K ﹤0.01% 1595
2016
Q3 		$3K Hold
72
– – ﹤0.01% 1516
2016
Q2 		$3K Hold
72
– – ﹤0.01% 1471
2016
Q1 		$3K Buy
72
+20
+38% +$759 ﹤0.01% 1492
2015
Q4 		$2K Buy
+52
New +$2.23K ﹤0.01% 1562

Other funds holding LVNTA

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LVNTA Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Liberty Interactive Corporation Series A Liberty Ventures (LVNTA) in Q1 2018, closing a stake of 167 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in LVNTA in Q4 2015 and held it in 9 quarters. The position peaked at $9K in Q4 2017. 2 funds tracked by Wall St. Rank hold LVNTA as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Liberty Interactive Corporation Series A Liberty Ventures position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 167 Liberty Interactive Corporation Series A Liberty Ventures shares in Q1 2018, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Liberty Interactive Corporation Series A Liberty Ventures in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Liberty Interactive Corporation Series A Liberty Ventures position peaked at $9K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Liberty Interactive Corporation Series A Liberty Ventures as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.