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Mountain Capital Investment Advisors’s Liberty Media Series C FWONK Stock Holding History

Mountain Capital Investment Advisors’s Portfolio FWONK Stock Details FWONK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-228
Closed -$8K – 170
2017
Q3 		$8K Buy
228
+219
+2,433% +$7.66K 0.01% 294
2017
Q2 		$0 Buy
+9
New +$299 ﹤0.01% 520

Other funds holding FWONK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Mountain Capital Investment Advisors sold out of Liberty Media Series C (FWONK) in Q4 2017, closing a stake of 228 shares — an estimated $8K sold.

Mountain Capital Investment Advisors first reported a position in FWONK in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 296 funds tracked by Wall St. Rank hold FWONK as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Liberty Media Series C position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 228 Liberty Media Series C shares in Q4 2017, an estimated $8K.
  • Mountain Capital Investment Advisors first reported a position in Liberty Media Series C in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Liberty Media Series C position peaked at $8K in Q3 2017.
  • 296 funds tracked by Wall St. Rank held Liberty Media Series C as of Q4 2017.

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