Mount Yale Investment Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Mount Yale Investment Advisors’s Portfolio LSXMK Stock Details LSXMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,736	Closed	-$210K	–	368
2020 Q1	$210K	Sell	8,736 -7,375	-46%	-$247K	0.05%	264
2019 Q4	$602K	Sell	16,111 -806	-5%	-$28.1K	0.1%	166
2019 Q3	$604K	Sell	16,917 -3,669	-18%	-$114K	0.11%	162
2019 Q2	$644K	Sell	20,586 -2,159	-9%	-$63.2K	0.12%	145
2019 Q1	$662K	Sell	22,745 -675	-3%	-$20.4K	0.12%	138
2018 Q4	$708K	Sell	23,420 -1,249	-5%	-$38K	0.14%	135
2018 Q3	$780K	Sell	24,669 -3,647	-13%	-$129K	0.14%	131
2018 Q2	$978K	Sell	28,316 -449	-2%	-$15K	0.19%	115
2018 Q1	$895K	Buy	+28,765	New	+$915K	0.19%	114

Other funds holding LSXMK

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's LSXMK Position: Q2 2020 in Review

Mount Yale Investment Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q2 2020, closing a stake of 8,736 shares — an estimated $210K sold.

Mount Yale Investment Advisors first reported a position in LSXMK in Q1 2018 and held it in 9 quarters. The position peaked at $978K in Q2 2018. 420 funds tracked by Wall St. Rank hold LSXMK as of Q2 2020.

Mount Yale Investment Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q2 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 8,736 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q2 2020, an estimated $210K.
Mount Yale Investment Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $978K in Q2 2018.
420 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.