Beese Fulmer Investment Management’s Liberty Media Series C FWONK Stock Holding History

Beese Fulmer Investment Management’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
2020 Q3	–	Sell	-1,466	Closed	-$45K	–	329
2020 Q2	$45K	Buy	+1,466	New	+$43.5K	0.01%	331
2016 Q2	–	Sell	-14,780	Closed	-$394K	–	160
2016 Q1	$394K	Buy	14,780 +132	+0.9%	+$3.28K	0.11%	112
2015 Q4	$395K	Hold	14,648	–	–	0.12%	108
2015 Q3	$357K	Hold	14,648	–	–	0.12%	111
2015 Q2	$372K	Hold	14,648	–	–	0.12%	111
2015 Q1	$396K	Hold	14,648	–	–	0.13%	101
2014 Q4	$363K	Sell	14,648 -5,105	-26%	-$126K	0.11%	117
2014 Q3	$497K	Buy	+19,753	New	+$506K	0.16%	105

Other funds holding FWONK

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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

NCMU

NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

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

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

Beese Fulmer Investment Management sold out of Liberty Media Series C (FWONK) in Q3 2020, closing a stake of 1,466 shares — an estimated $45K sold.

Beese Fulmer Investment Management first reported a position in FWONK in Q3 2014 and held it in 8 quarters. The position peaked at $497K in Q3 2014. 326 funds tracked by Wall St. Rank hold FWONK as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Liberty Media Series C position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 1,466 Liberty Media Series C shares in Q3 2020, an estimated $45K.
Beese Fulmer Investment Management first reported a position in Liberty Media Series C in Q3 2014 and held it in 8 quarters.
Beese Fulmer Investment Management's Liberty Media Series C position peaked at $497K in Q3 2014.
326 funds tracked by Wall St. Rank held Liberty Media Series C as of Q3 2020.

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