MFW
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Mosaic Family Wealth’s Liberty Media Series A FWONA Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-52
Closed -$2K – 331
2019
Q1 		$2K Hold
52
– – ﹤0.01% 640
2018
Q4 		$1K Buy
52
+18
+53% +$532 ﹤0.01% 615
2018
Q3 		$1K Sell
34
-37
-52% -$1.23K ﹤0.01% 626
2018
Q2 		$2K Buy
71
+37
+109% +$1.07K ﹤0.01% 635
2018
Q1 		$1K Hold
34
– – ﹤0.01% 651
2017
Q4 		$1K Sell
34
-181
-84% -$6.19K ﹤0.01% 664
2017
Q3 		$7K Buy
+215
New +$7.21K ﹤0.01% 628
2017
Q2 		– Sell
-218
Closed -$7K – 727
2017
Q1 		$7K Sell
218
-22
-9% -$659 ﹤0.01% 535
2016
Q4 		$7K Hold
240
– – ﹤0.01% 519
2016
Q3 		$7K Buy
+240
New +$5.26K ﹤0.01% 542

Other funds holding FWONA

AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mosaic Family Wealth's FWONA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Liberty Media Series A (FWONA) in Q2 2019, closing a stake of 52 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in FWONA in Q3 2016 and held it in 10 quarters. The position peaked at $7K in Q3 2017. 191 funds tracked by Wall St. Rank hold FWONA as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Liberty Media Series A position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 52 Liberty Media Series A shares in Q2 2019, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Liberty Media Series A in Q3 2016 and held it in 10 quarters.
  • Mosaic Family Wealth's Liberty Media Series A position peaked at $7K in Q3 2017.
  • 191 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.