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Burt Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History

Burt Wealth Advisors’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
2018
Q4 		– Sell
-6
Closed – – 367
2018
Q3 		$0 Buy
+6
New +$212 ﹤0.01% 389
2017
Q3 		– Sell
-6
Closed – – 369
2017
Q2 		$0 Hold
6
– – ﹤0.01% 410
2017
Q1 		$0 Hold
6
– – ﹤0.01% 365
2016
Q4 		$1K Hold
6
– – ﹤0.01% 373
2016
Q3 		$1K Hold
6
– – ﹤0.01% 371
2016
Q2 		$1K Sell
6
-31
-84% -$603 ﹤0.01% 383
2016
Q1 		$1K Sell
37
-246
-87% -$6.11K ﹤0.01% 506
2015
Q4 		$7K Buy
283
+246
+665% +$6.66K 0.01% 324
2015
Q3 		$1K Hold
37
– – ﹤0.01% 363
2015
Q2 		$2K Hold
37
– – ﹤0.01% 347
2015
Q1 		$1K Hold
37
– – ﹤0.01% 337
2014
Q4 		$2K Buy
+37
New +$910 ﹤0.01% 306

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Liberty Media Series C (FWONK) in Q4 2018, closing a stake of 6 shares.

Burt Wealth Advisors first reported a position in FWONK in Q4 2014 and held it in 12 quarters. The position peaked at $7K in Q4 2015. 320 funds tracked by Wall St. Rank hold FWONK as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Liberty Media Series C position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 6 Liberty Media Series C shares in Q4 2018.
  • Burt Wealth Advisors first reported a position in Liberty Media Series C in Q4 2014 and held it in 12 quarters.
  • Burt Wealth Advisors's Liberty Media Series C position peaked at $7K in Q4 2015.
  • 320 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2018.

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