WP
LSXMK

WealthPLAN Partners’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

WealthPLAN Partners’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-551
Closed -$16.5K – 442
2017
Q1 		$16.5K Buy
+551
New +$15.5K 0.06% 204
2016
Q3 		$65.5K Sell
2,573
-2,574
-50% -$65K 0.02% 292
2016
Q2 		$60.6K Buy
+5,147
New +$123K 0.01% 822

Other funds holding LSXMK

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's LSXMK Position: Q2 2017 in Review

WealthPLAN Partners sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q2 2017, closing a stake of 551 shares — an estimated $16.5K sold.

WealthPLAN Partners first reported a position in LSXMK in Q2 2016 and held it in 3 quarters. The position peaked at $65.5K in Q3 2016. 349 funds tracked by Wall St. Rank hold LSXMK as of Q2 2017.

  • WealthPLAN Partners reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 551 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q2 2017, an estimated $16.5K.
  • WealthPLAN Partners first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $65.5K in Q3 2016.
  • 349 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2017.

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