IWMPD
LSXMA

Integrated Wealth Management (Palm Desert)’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-24
Closed -$1K – 1058
2016
Q3 		$1K Hold
24
– – ﹤0.01% 1202
2016
Q2 		$1K Buy
+24
New +$552 ﹤0.01% 1227

Other funds holding LSXMA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s LSXMA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q4 2016, closing a stake of 24 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LSXMA in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 316 funds tracked by Wall St. Rank hold LSXMA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 24 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $1K in Q3 2016.
  • 316 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.