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LifePlan Financial Group’s Liberty Media Series A FWONA Stock Holding History

LifePlan Financial Group’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-287
Closed -$7K – 115
2014
Q1 		$7K Hold
287
– – 0.01% 195
2013
Q4 		$7K Hold
287
– – ﹤0.01% 176
2013
Q3 		$8K Hold
287
– – 0.01% 157
2013
Q2 		$6K Buy
+287
New +$6.08K 0.01% 133

Other funds holding FWONA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

LifePlan Financial Group's FWONA Position: Q2 2014 in Review

LifePlan Financial Group sold out of Liberty Media Series A (FWONA) in Q2 2014, closing a stake of 287 shares — an estimated $7K sold.

LifePlan Financial Group first reported a position in FWONA in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q3 2013. 400 funds tracked by Wall St. Rank hold FWONA as of Q2 2014.

  • LifePlan Financial Group reported no remaining Liberty Media Series A position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 287 Liberty Media Series A shares in Q2 2014, an estimated $7K.
  • LifePlan Financial Group first reported a position in Liberty Media Series A in Q2 2013 and held it in 4 quarters.
  • LifePlan Financial Group's Liberty Media Series A position peaked at $8K in Q3 2013.
  • 400 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.