AFWA
LSXMK

Ancora Family Wealth Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Ancora Family Wealth Advisors’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$292K Buy
11,475
+420
+4% +$10.6K 0.1% 169
2016
Q2 		$260K Buy
+11,055
New +$264K 0.1% 161

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ancora Family Wealth Advisors's LSXMK Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) stake by 3.8% in Q3 2016, buying an estimated $10.6K and bringing the position to 11,475 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #169.

Ancora Family Wealth Advisors first reported a position in LSXMK in Q2 2016 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold LSXMK as of Q3 2016.

  • Ancora Family Wealth Advisors held 11,475 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $292K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 420 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2016, an estimated $10.6K.
  • Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up 0.1% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #169 holding.
  • Ancora Family Wealth Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.