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

WFG 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
2017 Q2	$12K	Buy	368 +113	+44%	+$3.56K	﹤0.01%	1087
2017 Q1	$8K	Sell	255 -55	-18%	-$1.65K	﹤0.01%	1122
2016 Q4	$9K	Buy	310 +4	+1%	+$114	﹤0.01%	1135
2016 Q3	$8K	Hold	306	–	–	﹤0.01%	1179
2016 Q2	$6K	Sell	306 -1,440	-82%	-$28.1K	﹤0.01%	1206
2016 Q1	$45K	Sell	1,746 -774	-31%	-$18.8K	0.01%	690
2015 Q4	$66K	Sell	2,520 -847	-25%	-$22.6K	0.02%	577
2015 Q3	$81K	Hold	3,367	–	–	0.03%	506
2015 Q2	$82K	Hold	3,367	–	–	0.02%	590
2015 Q1	$87K	Sell	3,367 -713	-17%	-$17.8K	0.02%	573
2014 Q4	$97K	Sell	4,080 -1,042	-20%	-$24.6K	0.02%	648
2014 Q3	$123K	Sell	5,122 -9,232	-64%	-$227K	0.02%	589
2014 Q2	$349K	Buy	14,354 +366	+3%	+$8.39K	0.07%	332
2014 Q1	$325K	Buy	13,988 +1,362	+11%	+$32.6K	0.07%	335
2013 Q4	$328K	Buy	12,626 +90	+0.7%	+$2.39K	0.05%	407
2013 Q3	$328K	Sell	12,536 -225	-2%	-$5.65K	0.05%	371
2013 Q2	$287K	Buy	+12,761	New	+$271K	0.05%	375

Other funds holding FWONA

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $266M AUM 6.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tiger Eye Capital Nashville, Tennessee $113M AUM 11.44% 1-Year Est. Return