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Fusion Family Wealth’s Liberty Media Series C FWONK Stock Holding History

Fusion Family Wealth’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
2017
Q1 		– Sell
-165
Closed -$5K – 359
2016
Q4 		$5K Buy
+165
New +$4.73K ﹤0.01% 307

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RCG
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SA
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Vanguard Group
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WRF
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SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ACM
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JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Fusion Family Wealth's FWONK Position: Q1 2017 in Review

Fusion Family Wealth sold out of Liberty Media Series C (FWONK) in Q1 2017, closing a stake of 165 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in FWONK in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 207 funds tracked by Wall St. Rank hold FWONK as of Q1 2017.

  • Fusion Family Wealth reported no remaining Liberty Media Series C position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 165 Liberty Media Series C shares in Q1 2017, an estimated $5K.
  • Fusion Family Wealth first reported a position in Liberty Media Series C in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's Liberty Media Series C position peaked at $5K in Q4 2016.
  • 207 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.