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Burt Wealth Advisors’s Liberty Media Series A FWONA Stock Holding History

Burt Wealth Advisors’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
2018
Q4 		– Sell
-2
Closed – – 366
2018
Q3 		$0 Buy
+2
New +$66 ﹤0.01% 388
2017
Q3 		– Sell
-2
Closed – – 368
2017
Q2 		$0 Hold
2
– – ﹤0.01% 409
2017
Q1 		$0 Hold
2
– – ﹤0.01% 364
2016
Q4 		$1K Hold
2
– – ﹤0.01% 372
2016
Q3 		$1K Hold
2
– – ﹤0.01% 370
2016
Q2 		$1K Sell
2
-17
-89% -$331 ﹤0.01% 382
2016
Q1 		$1K Hold
19
– – ﹤0.01% 505
2015
Q4 		$1K Hold
19
– – ﹤0.01% 492
2015
Q3 		$1K Hold
19
– – ﹤0.01% 362
2015
Q2 		$1K Hold
19
– – ﹤0.01% 369
2015
Q1 		$0 Hold
19
– – ﹤0.01% 357
2014
Q4 		$1K Buy
+19
New +$448 ﹤0.01% 333

Other funds holding FWONA

AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Burt Wealth Advisors's FWONA Position: Q4 2018 in Review

Burt Wealth Advisors sold out of Liberty Media Series A (FWONA) in Q4 2018, closing a stake of 2 shares.

Burt Wealth Advisors first reported a position in FWONA in Q4 2014 and held it in 12 quarters. The position peaked at $1K in Q4 2016. 190 funds tracked by Wall St. Rank hold FWONA as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Liberty Media Series A position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 2 Liberty Media Series A shares in Q4 2018.
  • Burt Wealth Advisors first reported a position in Liberty Media Series A in Q4 2014 and held it in 12 quarters.
  • Burt Wealth Advisors's Liberty Media Series A position peaked at $1K in Q4 2016.
  • 190 funds tracked by Wall St. Rank held Liberty Media Series A as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.