STA
LSXMA

Summit Trail Advisors’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Summit Trail Advisors’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,853
Closed -$207K – 1752
2017
Q4 		$207K Buy
+6,853
New +$207K 0.03% 416

Other funds holding LSXMA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Summit Trail Advisors's LSXMA Position: Q1 2018 in Review

Summit Trail Advisors sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q1 2018, closing a stake of 6,853 shares — an estimated $207K sold.

Summit Trail Advisors first reported a position in LSXMA in Q4 2017 and held it in 1 quarter. The position peaked at $207K in Q4 2017. 354 funds tracked by Wall St. Rank hold LSXMA as of Q1 2018.

  • Summit Trail Advisors reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 6,853 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q1 2018, an estimated $207K.
  • Summit Trail Advisors first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $207K in Q4 2017.
  • 354 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.