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First Personal Financial Services’s Liberty Media Corporation Series C Common Stock FWONK Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-598
Closed -$22K – 617
2019
Q2 		$22K Hold
598
– – 0.01% 388
2019
Q1 		$20K Hold
598
– – 0.01% 399
2018
Q4 		$18K Sell
598
-2
-0.3% -$62 0.01% 388
2018
Q3 		$22K Buy
600
+124
+26% +$4.38K 0.01% 394
2018
Q2 		$17K Sell
476
-1,487
-76% -$45.4K 0.01% 414
2018
Q1 		$59K Buy
1,963
+359
+22% +$11.9K 0.01% 407
2017
Q4 		$53K Buy
1,604
+149
+10% +$5.38K 0.01% 463
2017
Q3 		$54K Sell
1,455
-257
-15% -$8.98K 0.01% 405
2017
Q2 		$61K Sell
1,712
-84
-5% -$2.79K 0.01% 380
2017
Q1 		$59K Sell
1,796
-449
-20% -$13.8K 0.01% 362
2016
Q4 		$68K Buy
2,245
+1,441
+179% +$41.3K 0.02% 331
2016
Q3 		$22K Sell
804
-8
-1% -$175 0.01% 414
2016
Q2 		$15K Sell
812
-2,403
-75% -$46.8K 0.01% 470
2016
Q1 		$87K Hold
3,215
– – 0.04% 150
2015
Q4 		$87K Buy
+3,215
New +$87.1K 0.05% 150

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $128B AUM 35.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Personal Financial Services's FWONK Position: Q3 2019 in Review

First Personal Financial Services sold out of Liberty Media Corporation Series C Common Stock (FWONK) in Q3 2019, closing a stake of 598 shares — an estimated $22K sold.

First Personal Financial Services first reported a position in FWONK in Q4 2015 and held it in 15 quarters. The position peaked at $87K in Q1 2016. 306 funds tracked by Wall St. Rank hold FWONK as of Q3 2019.

  • First Personal Financial Services reported no remaining Liberty Media Corporation Series C Common Stock position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 598 Liberty Media Corporation Series C Common Stock shares in Q3 2019, an estimated $22K.
  • First Personal Financial Services first reported a position in Liberty Media Corporation Series C Common Stock in Q4 2015 and held it in 15 quarters.
  • First Personal Financial Services's Liberty Media Corporation Series C Common Stock position peaked at $87K in Q1 2016.
  • 306 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Common Stock as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.