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Aris Wealth Services’s Liberty Media Series A FWONA Stock Holding History

Aris Wealth Services’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$1K Hold
57
– – ﹤0.01% 351
2015
Q2 		$1K Hold
57
– – ﹤0.01% 488
2015
Q1 		$1K Buy
+57
New +$1.43K ﹤0.01% 530

Other funds holding FWONA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
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
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Aris Wealth Services's FWONA Position: Q3 2015 in Review

Aris Wealth Services held its Liberty Media Series A (FWONA) position steady in Q3 2015 at 57 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Aris Wealth Services first reported a position in FWONA in Q1 2015 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold FWONA as of Q3 2015.

  • Aris Wealth Services held 57 shares of Liberty Media Series A worth $1K as of Q3 2015.
  • Aris Wealth Services left its Liberty Media Series A share count unchanged in Q3 2015.
  • Liberty Media Series A made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #351 holding.
  • Aris Wealth Services first reported a position in Liberty Media Series A in Q1 2015 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held Liberty Media Series A as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.