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Waverly Advisors’s Liberty Media Series A FWONA Stock Holding History

Waverly 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
2014
Q4 		– Sell
-63
Closed -$2K – 516
2014
Q3 		$2K Sell
63
-117
-65% -$2.87K ﹤0.01% 720
2014
Q2 		$4K Hold
180
– – ﹤0.01% 628
2014
Q1 		$4K Hold
180
– – ﹤0.01% 590
2013
Q4 		$5K Buy
+180
New +$4.78K ﹤0.01% 669

Other funds holding FWONA

D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
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 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

Waverly Advisors's FWONA Position: Q4 2014 in Review

Waverly Advisors sold out of Liberty Media Series A (FWONA) in Q4 2014, closing a stake of 63 shares — an estimated $2K sold.

Waverly Advisors first reported a position in FWONA in Q4 2013 and held it in 4 quarters. The position peaked at $5K in Q4 2013. 333 funds tracked by Wall St. Rank hold FWONA as of Q4 2014.

  • Waverly Advisors reported no remaining Liberty Media Series A position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 63 Liberty Media Series A shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in Liberty Media Series A in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Liberty Media Series A position peaked at $5K in Q4 2013.
  • 333 funds tracked by Wall St. Rank held Liberty Media Series A as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.