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Mountain Capital Investment Advisors’s Liberty Media Series A FWONA Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-5
Closed – – 169
2017
Q3 		$0 Hold
5
– – ﹤0.01% 520
2017
Q2 		$0 Buy
+5
New +$157 ﹤0.01% 519

Other funds holding FWONA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mountain Capital Investment Advisors's FWONA Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Liberty Media Series A (FWONA) in Q4 2017, closing a stake of 5 shares.

Mountain Capital Investment Advisors first reported a position in FWONA in Q2 2017 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 208 funds tracked by Wall St. Rank hold FWONA as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Liberty Media Series A position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 5 Liberty Media Series A shares in Q4 2017.
  • Mountain Capital Investment Advisors first reported a position in Liberty Media Series A in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Liberty Media Series A position peaked at $0 in Q3 2017.
  • 208 funds tracked by Wall St. Rank held Liberty Media Series A as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.