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Mount Yale Investment Advisors’s Liberty Media Series A FWONA Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-151
Closed -$5K – 485
2018
Q3 		$5K Sell
151
-216
-59% -$7.17K ﹤0.01% 877
2018
Q2 		$12K Hold
367
– – ﹤0.01% 861
2018
Q1 		$10K Buy
+367
New +$11.4K ﹤0.01% 842

Other funds holding FWONA

AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Mount Yale Investment Advisors's FWONA Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Liberty Media Series A (FWONA) in Q4 2018, closing a stake of 151 shares — an estimated $5K sold.

Mount Yale Investment Advisors first reported a position in FWONA in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 190 funds tracked by Wall St. Rank hold FWONA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Liberty Media Series A position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 151 Liberty Media Series A shares in Q4 2018, an estimated $5K.
  • Mount Yale Investment Advisors first reported a position in Liberty Media Series A in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Liberty Media Series A position peaked at $12K in Q2 2018.
  • 190 funds tracked by Wall St. Rank held Liberty Media Series A as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.