CFA
LSXMK

CT Financial Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

CT Financial Advisors’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$117K Hold
3,973
– – 0.07% 188
2016
Q4 		$103K Hold
3,973
– – 0.07% 198
2016
Q3 		$101K Hold
3,973
– – 0.06% 198
2016
Q2 		$93.4K Buy
+3,973
New +$94.9K 0.06% 200

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

CT Financial Advisors's LSXMK Position: Q1 2017 in Review

CT Financial Advisors held its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) position steady in Q1 2017 at 3,973 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #188.

CT Financial Advisors first reported a position in LSXMK in Q2 2016 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold LSXMK as of Q1 2017.

  • CT Financial Advisors held 3,973 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $117K as of Q1 2017.
  • CT Financial Advisors left its Liberty Media Corporation Series C Liberty SiriusXM Common Stock share count unchanged in Q1 2017.
  • Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up 0.07% of CT Financial Advisors's portfolio in Q1 2017, its #188 holding.
  • CT Financial Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and has held it in 4 quarters since.
  • 352 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.