IWA
LSXMK

IBEX Wealth Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

IBEX Wealth Advisors’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-864
Closed -$23K – 409
2016
Q4 		$23K Buy
+864
New +$22.4K 0.01% 217

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q1 2017, closing a stake of 864 shares — an estimated $23K sold.

IBEX Wealth Advisors first reported a position in LSXMK in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 352 funds tracked by Wall St. Rank hold LSXMK as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 864 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2017, an estimated $23K.
  • IBEX Wealth Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $23K in Q4 2016.
  • 352 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2017.

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