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Beacon Financial Group’s Liberty Media Corporation Series A Common Stock FWONA Stock Holding History

Beacon Financial Group’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
2014
Q4 		– Sell
-19,647
Closed -$470K – 194
2014
Q3 		$470K Buy
+19,647
New +$482K 0.1% 125

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Berkshire Hathaway
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Vanguard Group
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Boston Partners
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Principal Financial Group
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BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

Beacon Financial Group's FWONA Position: Q4 2014 in Review

Beacon Financial Group sold out of Liberty Media Corporation Series A Common Stock (FWONA) in Q4 2014, closing a stake of 19,647 shares — an estimated $470K sold.

Beacon Financial Group first reported a position in FWONA in Q3 2014 and held it in 1 quarter. The position peaked at $470K in Q3 2014. 333 funds tracked by Wall St. Rank hold FWONA as of Q4 2014.

  • Beacon Financial Group reported no remaining Liberty Media Corporation Series A Common Stock position as of Q4 2014 after selling out during the quarter.
  • Beacon Financial Group sold 19,647 Liberty Media Corporation Series A Common Stock shares in Q4 2014, an estimated $470K.
  • Beacon Financial Group first reported a position in Liberty Media Corporation Series A Common Stock in Q3 2014 and held it in 1 quarter.
  • Beacon Financial Group's Liberty Media Corporation Series A Common Stock position peaked at $470K in Q3 2014.
  • 333 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Common Stock as of Q4 2014.

Based on Beacon Financial Group's 13F filing for Q4 2014, filed 15 Jan 2015.