Beese Fulmer Investment Management’s Liberty Media Series A FWONA Stock Holding History

Beese Fulmer Investment Management’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
2020 Q3	–	Sell	-661	Closed	-$18K	–	328
2020 Q2	$18K	Buy	+661	New	+$18.4K	﹤0.01%	426
2016 Q2	–	Sell	-8,598	Closed	-$222K	–	159
2016 Q1	$222K	Sell	8,598 -376	-4%	-$9.13K	0.06%	139
2015 Q4	$237K	Hold	8,974	–	–	0.07%	129
2015 Q3	$216K	Buy	+8,974	New	+$223K	0.07%	132
2014 Q4	–	Sell	-10,382	Closed	-$249K	–	156
2014 Q3	$249K	Sell	10,382 -20,538	-66%	-$504K	0.08%	135
2014 Q2	$751K	Sell	30,920 -3,299	-10%	-$75.7K	0.24%	88
2014 Q1	$795K	Sell	34,219 -1,272	-4%	-$30.4K	0.28%	86
2013 Q4	$922K	Sell	35,491 -1,266	-3%	-$33.6K	0.33%	79
2013 Q3	$961K	Hold	36,757	–	–	0.38%	71
2013 Q2	$828K	Buy	+36,757	New	+$779K	0.35%	70

Other funds holding FWONA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beese Fulmer Investment Management's FWONA Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Liberty Media Series A (FWONA) in Q3 2020, closing a stake of 661 shares — an estimated $18K sold.

Beese Fulmer Investment Management first reported a position in FWONA in Q2 2013 and held it in 10 quarters. The position peaked at $961K in Q3 2013. 188 funds tracked by Wall St. Rank hold FWONA as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Liberty Media Series A position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 661 Liberty Media Series A shares in Q3 2020, an estimated $18K.
Beese Fulmer Investment Management first reported a position in Liberty Media Series A in Q2 2013 and held it in 10 quarters.
Beese Fulmer Investment Management's Liberty Media Series A position peaked at $961K in Q3 2013.
188 funds tracked by Wall St. Rank held Liberty Media Series A as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.