Advisory Research’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Advisory Research’s Portfolio TFCF Stock Details TFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-58,527	Closed	-$2.8M	–	401
2018 Q4	$2.8M	Sell	58,527 -229	-0.4%	-$10.8K	0.06%	162
2018 Q3	$2.69M	Sell	58,756 -7,041	-11%	-$319K	0.04%	175
2018 Q2	$3.24M	Sell	65,797 -25,809	-28%	-$1.01M	0.05%	181
2018 Q1	$3.33M	Sell	91,606 -6,568	-7%	-$239K	0.06%	177
2017 Q4	$3.35M	Sell	98,174 -3,449	-3%	-$101K	0.06%	177
2017 Q3	$2.62M	Sell	101,623 -1,300	-1%	-$35.3K	0.04%	190
2017 Q2	$2.87M	Sell	102,923 -7,026	-6%	-$199K	0.05%	189
2017 Q1	$3.49M	Sell	109,949 -2,536	-2%	-$76.2K	0.05%	195
2016 Q4	$3.06M	Sell	112,485 -9,605	-8%	-$257K	0.05%	170
2016 Q3	$3.02M	Buy	122,090 +22,232	+22%	+$579K	0.05%	133
2016 Q2	$2.72M	Sell	99,858 -107,000	-52%	-$3.13M	0.05%	139
2016 Q1	$5.83M	Sell	206,858 -397,675	-66%	-$10.7M	0.11%	120
2015 Q4	$16.5M	Sell	604,533 -9,627	-2%	-$283K	0.25%	104
2015 Q3	$16.6M	Buy	614,160 +133,826	+28%	+$3.97M	0.24%	109
2015 Q2	$15.5M	Buy	+480,334	New	+$15.9M	0.18%	132

Other funds holding TFCF

Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Advisory Research's TFCF Position: Q1 2019 in Review

Advisory Research sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 58,527 shares — an estimated $2.8M sold.

Advisory Research first reported a position in TFCF in Q2 2015 and held it in 15 quarters. The position peaked at $16.6M in Q3 2015. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Advisory Research reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Advisory Research sold 58,527 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $2.8M.
Advisory Research first reported a position in Twenty-First Century Fox, Inc. Class B in Q2 2015 and held it in 15 quarters.
Advisory Research's Twenty-First Century Fox, Inc. Class B position peaked at $16.6M in Q3 2015.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Advisory Research's 13F filing for Q1 2019, filed 15 May 2019.