LWM
LSXMK

LBA Wealth Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

LBA Wealth Management’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 		$7K Hold
228
– – ﹤0.01% 345
2016
Q4 		$6K Hold
228
– – ﹤0.01% 359
2016
Q3 		$6K Hold
228
– – ﹤0.01% 365
2016
Q2 		$5K Buy
+228
New +$5.44K ﹤0.01% 363

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

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

LBA Wealth Management held its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) position steady in Q1 2017 at 228 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

LBA Wealth Management first reported a position in LSXMK in Q2 2016 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold LSXMK as of Q1 2017.

  • LBA Wealth Management held 228 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $7K as of Q1 2017.
  • LBA Wealth Management left its Liberty Media Corporation Series C Liberty SiriusXM Common Stock share count unchanged in Q1 2017.
  • Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #345 holding.
  • LBA Wealth Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and has held it in 4 quarters since.
  • 352 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2017.

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