MYIA
LSXMA

Mount Yale Investment Advisors’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Mount Yale Investment Advisors’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-797
Closed -$24K – 816
2018
Q3 		$24K Sell
797
-1,155
-59% -$38.8K ﹤0.01% 748
2018
Q2 		$64K Hold
1,952
– – 0.01% 591
2018
Q1 		$58K Buy
+1,952
New +$59.2K 0.01% 592

Other funds holding LSXMA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q4 2018, closing a stake of 797 shares — an estimated $24K sold.

Mount Yale Investment Advisors first reported a position in LSXMA in Q1 2018 and held it in 3 quarters. The position peaked at $64K in Q2 2018. 359 funds tracked by Wall St. Rank hold LSXMA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 797 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q4 2018, an estimated $24K.
  • Mount Yale Investment Advisors first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $64K in Q2 2018.
  • 359 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q4 2018.

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