MLL
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Moody Lynn & Lieberson’s Liberty Media Series A FWONA Stock Holding History

Moody Lynn & Lieberson’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
2015
Q3 		– Sell
-54,291
Closed -$1.32M – 172
2015
Q2 		$1.32M Sell
54,291
-1,110
-2% -$28.7K 0.21% 91
2015
Q1 		$1.44M Sell
55,401
-578
-1% -$14.4K 0.23% 83
2014
Q4 		$1.33M Sell
55,979
-20,259
-27% -$478K 0.19% 91
2014
Q3 		$1.83M Sell
76,238
-147,120
-66% -$3.61M 0.27% 87
2014
Q2 		$5.42M Sell
223,358
-2,172
-1% -$49.8K 0.74% 56
2014
Q1 		$5.24M Sell
225,530
-189,663
-46% -$4.53M 0.76% 58
2013
Q4 		$10.8M Buy
415,193
+8,230
+2% +$218K 1.47% 17
2013
Q3 		$10.6M Sell
406,963
-11,005
-3% -$276K 1.65% 13
2013
Q2 		$9.41M Buy
+417,968
New +$8.86M 1.65% 17

Other funds holding FWONA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 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
HK
Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return