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Moneta Group Investment Advisors’s Liberty Media Series C FWONK Stock Holding History

Moneta Group Investment Advisors’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
2015
Q4 		– Sell
-804
Closed -$20K – 243
2015
Q3 		$20K Buy
+804
New +$20.6K 0.01% 326

Other funds holding FWONK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Moneta Group Investment Advisors's FWONK Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Liberty Media Series C (FWONK) in Q4 2015, closing a stake of 804 shares — an estimated $20K sold.

Moneta Group Investment Advisors first reported a position in FWONK in Q3 2015 and held it in 1 quarter. The position peaked at $20K in Q3 2015. 366 funds tracked by Wall St. Rank hold FWONK as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Liberty Media Series C position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 804 Liberty Media Series C shares in Q4 2015, an estimated $20K.
  • Moneta Group Investment Advisors first reported a position in Liberty Media Series C in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Liberty Media Series C position peaked at $20K in Q3 2015.
  • 366 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.