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Aris Wealth Services’s Liberty Media Series C FWONK Stock Holding History

Aris Wealth Services’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
2015
Q3 		$3K Hold
107
– – 0.01% 303
2015
Q2 		$3K Hold
107
– – ﹤0.01% 442
2015
Q1 		$3K Buy
+107
New +$2.81K ﹤0.01% 437

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Aris Wealth Services held its Liberty Media Series C (FWONK) position steady in Q3 2015 at 107 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #303.

Aris Wealth Services first reported a position in FWONK in Q1 2015 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold FWONK as of Q3 2015.

  • Aris Wealth Services held 107 shares of Liberty Media Series C worth $3K as of Q3 2015.
  • Aris Wealth Services left its Liberty Media Series C share count unchanged in Q3 2015.
  • Liberty Media Series C made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #303 holding.
  • Aris Wealth Services first reported a position in Liberty Media Series C in Q1 2015 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held Liberty Media Series C as of Q3 2015.

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