Ray Dalio
FWONA icon

Ray Dalio’s Liberty Media Series A FWONA Stock Holding History

Ray Dalio’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
2014
Q3 		– Sell
-10,695
Closed -$260K – 390
2014
Q2 		$260K Hold
10,695
– – ﹤0.01% 274
2014
Q1 		$248K Hold
10,695
– – ﹤0.01% 319
2013
Q4 		$278K Buy
+10,695
New +$284K ﹤0.01% 290

Other funds holding FWONA

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ray Dalio's FWONA Position: Q3 2014 in Review

Ray Dalio sold out of Liberty Media Series A (FWONA) in Q3 2014, closing a stake of 10,695 shares — an estimated $260K sold.

Ray Dalio first reported a position in FWONA in Q4 2013 and held it in 3 quarters. The position peaked at $278K in Q4 2013. 343 funds tracked by Wall St. Rank hold FWONA as of Q3 2014.

  • Ray Dalio reported no remaining Liberty Media Series A position as of Q3 2014 after selling out during the quarter.
  • Ray Dalio sold 10,695 Liberty Media Series A shares in Q3 2014, an estimated $260K.
  • Ray Dalio first reported a position in Liberty Media Series A in Q4 2013 and held it in 3 quarters.
  • Ray Dalio's Liberty Media Series A position peaked at $278K in Q4 2013.
  • 343 funds tracked by Wall St. Rank held Liberty Media Series A as of Q3 2014.

Based on Bridgewater Associates's 13F filing for Q3 2014, filed 12 Nov 2014.