WIL
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Winifred I. Li’s Liberty Media Series A FWONA Stock Holding History

Winifred I. Li’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
2014
Q4 		$18K Sell
744
-238
-24% -$5.62K 0.02% 371
2014
Q3 		$24K Sell
982
-1,832
-65% -$45K 0.02% 344
2014
Q2 		$68K Hold
2,814
– – 0.06% 260
2014
Q1 		$65K Hold
2,814
– – 0.06% 250
2013
Q4 		$73K Hold
2,814
– – 0.06% 234
2013
Q3 		$74K Hold
2,814
– – 0.07% 220
2013
Q2 		$63K Buy
+2,814
New +$59.6K 0.06% 245

Other funds holding FWONA

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return

Winifred I. Li's FWONA Position: Q4 2014 in Review

Winifred I. Li reduced its Liberty Media Series A (FWONA) stake by 24% in Q4 2014, selling an estimated $5.62K and leaving 744 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #371.

Winifred I. Li first reported a position in FWONA in Q2 2013 and has held it in 7 quarters since. The position peaked at $74K in Q3 2013. 333 funds tracked by Wall St. Rank hold FWONA as of Q4 2014.

  • Winifred I. Li held 744 shares of Liberty Media Series A worth $18K as of Q4 2014.
  • Winifred I. Li sold 238 Liberty Media Series A shares in Q4 2014, an estimated $5.62K.
  • Liberty Media Series A made up 0.02% of Winifred I. Li's portfolio in Q4 2014, its #371 holding.
  • Winifred I. Li first reported a position in Liberty Media Series A in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Liberty Media Series A position peaked at $74K in Q3 2013.
  • 333 funds tracked by Wall St. Rank held Liberty Media Series A as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.