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Gupta Wealth Management’s Liberty Media Series C FWONK Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$8K Hold
283
– – ﹤0.01% 898
2015
Q4 		$8K Sell
283
-381
-57% -$10.3K ﹤0.01% 934
2015
Q3 		$16K Hold
664
– – ﹤0.01% 752
2015
Q2 		$17K Buy
664
+615
+1,255% +$16.6K ﹤0.01% 768
2015
Q1 		$1K Buy
+49
New +$1.29K ﹤0.01% 1095

Other funds holding FWONK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Gupta Wealth Management's FWONK Position: Q1 2016 in Review

Gupta Wealth Management held its Liberty Media Series C (FWONK) position steady in Q1 2016 at 283 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Gupta Wealth Management first reported a position in FWONK in Q1 2015 and has held it in 5 quarters since. The position peaked at $17K in Q2 2015. 340 funds tracked by Wall St. Rank hold FWONK as of Q1 2016.

  • Gupta Wealth Management held 283 shares of Liberty Media Series C worth $8K as of Q1 2016.
  • Gupta Wealth Management left its Liberty Media Series C share count unchanged in Q1 2016.
  • Liberty Media Series C made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #898 holding.
  • Gupta Wealth Management first reported a position in Liberty Media Series C in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Liberty Media Series C position peaked at $17K in Q2 2015.
  • 340 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.