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IBEX Wealth Advisors’s Liberty Media Series C FWONK Stock Holding History

IBEX Wealth Advisors’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
-170
Closed -$5K – 178
2016
Q4 		$5K Buy
+170
New +$4.87K ﹤0.01% 369

Other funds holding FWONK

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
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
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Liberty Media Series C (FWONK) in Q1 2017, closing a stake of 170 shares — an estimated $5K sold.

IBEX Wealth Advisors 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.

  • IBEX Wealth Advisors reported no remaining Liberty Media Series C position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 170 Liberty Media Series C shares in Q1 2017, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in Liberty Media Series C in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors'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 IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.