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WealthPLAN Partners’s Liberty Media Series A FWONA Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-288
Closed -$9.06K – 265
2017
Q1 		$9.06K Buy
+288
New +$8.63K 0.03% 282
2016
Q3 		$6.9K Sell
249
-248
-50% -$5.44K ﹤0.01% 656
2016
Q2 		$4.56K Buy
+497
New +$9.69K ﹤0.01% 2014
2015
Q4 		$12.1K Buy
+611
New +$16.3K ﹤0.01% 1100

Other funds holding FWONA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $266M AUM 6.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
TEC
Tiger Eye Capital Nashville, Tennessee $113M AUM 11.44% 1-Year Est. Return