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Stevens First Principles Investment Advisors’s Liberty Media Series A FWONA Stock Holding History

Stevens First Principles 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
2016
Q1 		– Sell
-1,487
Closed -$39K – 158
2015
Q4 		$39K Hold
1,487
– – 0.03% 113
2015
Q3 		$36K Hold
1,487
– – 0.03% 130
2015
Q2 		$36K Hold
1,487
– – 0.02% 150
2015
Q1 		$39K Hold
1,487
– – 0.03% 140
2014
Q4 		$35K Sell
1,487
-478
-24% -$11.3K 0.02% 138
2014
Q3 		$47K Sell
1,965
-3,664
-65% -$90K 0.03% 150
2014
Q2 		$137K Hold
5,629
– – 0.08% 102
2014
Q1 		$131K Hold
5,629
– – 0.08% 95
2013
Q4 		$146K Hold
5,629
– – 0.09% 94
2013
Q3 		$147K Hold
5,629
– – 0.09% 93
2013
Q2 		$127K Buy
+5,629
New +$119K 0.09% 88

Other funds holding FWONA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
HK
Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return