Ropes Wealth Advisors’s Liberty Media Series A FWONA Stock Holding History

Ropes Wealth 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
2019 Q1	–	Sell	-313	Closed	-$9K	–	519
2018 Q4	$9K	Hold	313	–	–	﹤0.01%	431
2018 Q3	$11K	Hold	313	–	–	﹤0.01%	451
2018 Q2	$11K	Hold	313	–	–	﹤0.01%	467
2018 Q1	$9K	Hold	313	–	–	﹤0.01%	465
2017 Q4	$10K	Hold	313	–	–	﹤0.01%	531
2017 Q3	$11K	Hold	313	–	–	﹤0.01%	504
2017 Q2	$11K	Hold	313	–	–	﹤0.01%	453
2017 Q1	$10K	Sell	313 -55	-15%	-$1.65K	﹤0.01%	448
2016 Q4	$11K	Hold	368	–	–	﹤0.01%	441
2016 Q3	$10K	Buy	368 +55	+18%	+$1.21K	﹤0.01%	410
2016 Q2	$6K	Sell	313 -1,478	-83%	-$28.8K	﹤0.01%	388
2016 Q1	$47K	Hold	1,791	–	–	0.02%	220
2015 Q4	$47K	Buy	+1,791	New	+$47.7K	0.02%	248

Other funds holding FWONA

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

Ropes Wealth Advisors's FWONA Position: Q1 2019 in Review

Ropes Wealth Advisors sold out of Liberty Media Series A (FWONA) in Q1 2019, closing a stake of 313 shares — an estimated $9K sold.

Ropes Wealth Advisors first reported a position in FWONA in Q4 2015 and held it in 13 quarters. The position peaked at $47K in Q1 2016. 190 funds tracked by Wall St. Rank hold FWONA as of Q1 2019.

Ropes Wealth Advisors reported no remaining Liberty Media Series A position as of Q1 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 313 Liberty Media Series A shares in Q1 2019, an estimated $9K.
Ropes Wealth Advisors first reported a position in Liberty Media Series A in Q4 2015 and held it in 13 quarters.
Ropes Wealth Advisors's Liberty Media Series A position peaked at $47K in Q1 2016.
190 funds tracked by Wall St. Rank held Liberty Media Series A as of Q1 2019.

Based on Ropes Wealth Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.