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 – 444
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

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BlackRock
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KCM
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ClearBridge Investments
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FP
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Fidelity Investments
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return