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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 – 264
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 $2.3T AUM 54.33% 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 $1.9B AUM 14.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $64.6B AUM 18.98% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TEC
Tiger Eye Capital Nashville, Tennessee $113M AUM 11.44% 1-Year Est. Return

WealthPLAN Partners's FWONA Position: Q2 2017 in Review

WealthPLAN Partners sold out of Liberty Media Series A (FWONA) in Q2 2017, closing a stake of 288 shares — an estimated $9.06K sold.

WealthPLAN Partners first reported a position in FWONA in Q4 2015 and held it in 4 quarters. The position peaked at $12.1K in Q4 2015. 191 funds tracked by Wall St. Rank hold FWONA as of Q2 2017.

  • WealthPLAN Partners reported no remaining Liberty Media Series A position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 288 Liberty Media Series A shares in Q2 2017, an estimated $9.06K.
  • WealthPLAN Partners first reported a position in Liberty Media Series A in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Liberty Media Series A position peaked at $12.1K in Q4 2015.
  • 191 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.