YWP
LVNTA

YorkBridge Wealth Partners’s Liberty Interactive Corporation Series A Liberty Ventures LVNTA Stock Holding History

YorkBridge Wealth Partners’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
-117
Closed -$7K – 910
2017
Q4 		$7K Sell
117
-59
-34% -$3.36K ﹤0.01% 679
2017
Q3 		$10K Sell
176
-27
-13% -$1.56K 0.01% 645
2017
Q2 		$10K Hold
203
– – 0.01% 636
2017
Q1 		$11K Buy
203
+68
+50% +$2.91K 0.01% 615
2016
Q4 		$5K Buy
+135
New +$5.3K ﹤0.01% 686

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

YorkBridge Wealth Partners's LVNTA Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Liberty Interactive Corporation Series A Liberty Ventures (LVNTA) in Q1 2018, closing a stake of 117 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in LVNTA in Q4 2016 and held it in 5 quarters. The position peaked at $11K in Q1 2017. 2 funds tracked by Wall St. Rank hold LVNTA as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Liberty Interactive Corporation Series A Liberty Ventures position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 117 Liberty Interactive Corporation Series A Liberty Ventures shares in Q1 2018, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in Liberty Interactive Corporation Series A Liberty Ventures in Q4 2016 and held it in 5 quarters.
  • YorkBridge Wealth Partners's Liberty Interactive Corporation Series A Liberty Ventures position peaked at $11K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held Liberty Interactive Corporation Series A Liberty Ventures as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.