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Wealthstreet Investment Advisors’s Liberty Global Class C LBTYK Stock Holding History

Wealthstreet Investment Advisors’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
2018
Q1 		– Sell
-6,252
Closed -$212K – 345
2017
Q4 		$212K Buy
+6,252
New +$192K 0.03% 316

Other funds holding LBTYK

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wealthstreet Investment Advisors's LBTYK Position: Q1 2018 in Review

Wealthstreet Investment Advisors sold out of Liberty Global Class C (LBTYK) in Q1 2018, closing a stake of 6,252 shares — an estimated $212K sold.

Wealthstreet Investment Advisors first reported a position in LBTYK in Q4 2017 and held it in 1 quarter. The position peaked at $212K in Q4 2017. 386 funds tracked by Wall St. Rank hold LBTYK as of Q1 2018.

  • Wealthstreet Investment Advisors reported no remaining Liberty Global Class C position as of Q1 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 6,252 Liberty Global Class C shares in Q1 2018, an estimated $212K.
  • Wealthstreet Investment Advisors first reported a position in Liberty Global Class C in Q4 2017 and held it in 1 quarter.
  • Wealthstreet Investment Advisors's Liberty Global Class C position peaked at $212K in Q4 2017.
  • 386 funds tracked by Wall St. Rank held Liberty Global Class C as of Q1 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2018, filed 1 May 2018.