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LBA Wealth Management’s Liberty Media Series C FWONK Stock Holding History

LBA Wealth Management’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 		$1K Hold
44
– – ﹤0.01% 429
2016
Q4 		$1K Hold
44
– – ﹤0.01% 429
2016
Q3 		$1K Hold
44
– – ﹤0.01% 431
2016
Q2 		$1K Sell
44
-202
-82% -$3.93K ﹤0.01% 419
2016
Q1 		$7K Hold
246
– – ﹤0.01% 325
2015
Q4 		$7K Buy
+246
New +$6.66K ﹤0.01% 314

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

LBA Wealth Management's FWONK Position: Q1 2017 in Review

LBA Wealth Management held its Liberty Media Series C (FWONK) position steady in Q1 2017 at 44 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

LBA Wealth Management first reported a position in FWONK in Q4 2015 and has held it in 6 quarters since. The position peaked at $7K in Q1 2016. 207 funds tracked by Wall St. Rank hold FWONK as of Q1 2017.

  • LBA Wealth Management held 44 shares of Liberty Media Series C worth $1K as of Q1 2017.
  • LBA Wealth Management left its Liberty Media Series C share count unchanged in Q1 2017.
  • Liberty Media Series C made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #429 holding.
  • LBA Wealth Management first reported a position in Liberty Media Series C in Q4 2015 and has held it in 6 quarters since.
  • LBA Wealth Management's Liberty Media Series C position peaked at $7K in Q1 2016.
  • 207 funds tracked by Wall St. Rank held Liberty Media Series C as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.