Avalon Investment & Advisory’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Avalon Investment & Advisory’s Portfolio TFCFA Stock Details TFCFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-9,868	Closed	-$475K	–	364
2018 Q4	$475K	Buy	+9,868	New	+$468K	0.01%	269
2014 Q2	–	Sell	-292,033	Closed	-$9.34M	–	194
2014 Q1	$9.34M	Sell	292,033 -6,067	-2%	-$198K	0.52%	82
2013 Q4	$10.5M	Buy	298,100 +6,282	+2%	+$212K	0.59%	65
2013 Q3	$9.78M	Sell	291,818 -69,719	-19%	-$2.2M	0.63%	59
2013 Q2	$9.19M	Buy	+361,537	New	+$8.97M	0.55%	66

Other funds holding TFCFA

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Attestor London, United Kingdom $27.8M AUM 32.32% 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

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

SLWS

Swaine & Leidel Wealth Services Sebring, Florida $130K AUM

Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Avalon Investment & Advisory's TFCFA Position: Q1 2019 in Review

Avalon Investment & Advisory sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 9,868 shares — an estimated $475K sold.

Avalon Investment & Advisory first reported a position in TFCFA in Q2 2013 and held it in 5 quarters. The position peaked at $10.5M in Q4 2013. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Avalon Investment & Advisory reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Avalon Investment & Advisory sold 9,868 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $475K.
Avalon Investment & Advisory first reported a position in Twenty-First Century Fox, Inc. Class A in Q2 2013 and held it in 5 quarters.
Avalon Investment & Advisory's Twenty-First Century Fox, Inc. Class A position peaked at $10.5M in Q4 2013.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Avalon Investment & Advisory's 13F filing for Q1 2019, filed 24 Apr 2019.