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

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-60	Closed	-$2K	–	1057
2016 Q3	$2K	Hold	60	–	–	﹤0.01%	1099
2016 Q2	$1K	Buy	+60	New	+$1.43K	﹤0.01%	1226

Other funds holding LSXMK

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q4 2016, closing a stake of 60 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LSXMK in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 355 funds tracked by Wall St. Rank hold LSXMK as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 60 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $2K in Q3 2016.
355 funds tracked by Wall St. Rank held Liberty Media Corporation Series C 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.