WC
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Whitney & Co’s Liberty Media Series A FWONA Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-3,572
Closed -$112K – 233
2018
Q3 		$112K Sell
3,572
-731
-17% -$24.2K 0.03% 133
2018
Q2 		$145K Sell
4,303
-2,141
-33% -$61.8K 0.04% 115
2018
Q1 		$181K Sell
6,444
-444
-6% -$13.8K 0.05% 112
2017
Q4 		$216K Sell
6,888
-39
-0.6% -$1.33K 0.06% 107
2017
Q3 		$232K Hold
6,927
– – 0.08% 99
2017
Q2 		$232K Buy
+6,927
New +$218K 0.08% 102

Other funds holding FWONA

AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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 $1.84B AUM 13.39% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return