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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 $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

WFG Advisors's FWONA Position: Q2 2017 in Review

WFG Advisors increased its Liberty Media Series A (FWONA) stake by 44% in Q2 2017, buying an estimated $3.56K and bringing the position to 368 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

WFG Advisors first reported a position in FWONA in Q2 2013 and has held it in 17 quarters since. The position peaked at $349K in Q2 2014. 191 funds tracked by Wall St. Rank hold FWONA as of Q2 2017.

  • WFG Advisors held 368 shares of Liberty Media Series A worth $12K as of Q2 2017.
  • WFG Advisors bought 113 Liberty Media Series A shares in Q2 2017, an estimated $3.56K.
  • Liberty Media Series A made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1087 holding.
  • WFG Advisors first reported a position in Liberty Media Series A in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Liberty Media Series A position peaked at $349K in Q2 2014.
  • 191 funds tracked by Wall St. Rank held Liberty Media Series A as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.