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Ancora Family Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History

Ancora Family Wealth Advisors’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,864
Closed -$293K – 181
2015
Q4 		$293K Sell
10,864
-1,187
-10% -$32.2K 0.13% 148
2015
Q3 		$294K Buy
+12,051
New +$309K 0.12% 152

Other funds holding FWONK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ancora Family Wealth Advisors's FWONK Position: Q1 2016 in Review

Ancora Family Wealth Advisors sold out of Liberty Media Series C (FWONK) in Q1 2016, closing a stake of 10,864 shares — an estimated $293K sold.

Ancora Family Wealth Advisors first reported a position in FWONK in Q3 2015 and held it in 2 quarters. The position peaked at $294K in Q3 2015. 340 funds tracked by Wall St. Rank hold FWONK as of Q1 2016.

  • Ancora Family Wealth Advisors reported no remaining Liberty Media Series C position as of Q1 2016 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 10,864 Liberty Media Series C shares in Q1 2016, an estimated $293K.
  • Ancora Family Wealth Advisors first reported a position in Liberty Media Series C in Q3 2015 and held it in 2 quarters.
  • Ancora Family Wealth Advisors's Liberty Media Series C position peaked at $294K in Q3 2015.
  • 340 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.