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IBEX Wealth Advisors’s Liberty Media Series A FWONA Stock Holding History

IBEX Wealth Advisors’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-85
Closed -$2K – 177
2016
Q4 		$2K Buy
+85
New +$2.43K ﹤0.01% 434

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TEC
Tiger Eye Capital Nashville, Tennessee $113M AUM 11.44% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

IBEX Wealth Advisors's FWONA Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Liberty Media Series A (FWONA) in Q1 2017, closing a stake of 85 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in FWONA in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 205 funds tracked by Wall St. Rank hold FWONA as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Liberty Media Series A position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 85 Liberty Media Series A shares in Q1 2017, an estimated $2K.
  • IBEX Wealth Advisors first reported a position in Liberty Media Series A in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Liberty Media Series A position peaked at $2K in Q4 2016.
  • 205 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.