Baldwin Wealth Partners’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Baldwin Wealth Partners’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
2017 Q2	–	Sell	-3,795	Closed	-$123K	–	517
2017 Q1	$123K	Hold	3,795	–	–	0.02%	215
2016 Q4	$106K	Hold	3,795	–	–	0.02%	222
2016 Q3	$92K	Sell	3,795 -279,261	-99%	-$7.14M	0.02%	241
2016 Q2	$7.66M	Buy	283,056 +28,523	+11%	+$831K	1.58%	24
2016 Q1	$7.1M	Sell	254,533 -10,484	-4%	-$281K	1.27%	26
2015 Q4	$7.2M	Sell	265,017 -77,750	-23%	-$2.26M	1.17%	28
2015 Q3	$9.25M	Sell	342,767 -5,737	-2%	-$171K	1.56%	20
2015 Q2	$11.3M	Buy	348,504 +3,495	+1%	+$118K	1.68%	16
2015 Q1	$11.7M	Sell	345,009 -25,205	-7%	-$875K	1.72%	15
2014 Q4	$14.2M	Buy	370,214 +90,517	+32%	+$3.2M	2.06%	9
2014 Q3	$9.59M	Buy	279,697 +6,605	+2%	+$228K	1.36%	25
2014 Q2	$9.6M	Buy	273,092 +6,410	+2%	+$218K	1.42%	23
2014 Q1	$8.53M	Buy	266,682 +33,894	+15%	+$1.11M	1.37%	27
2013 Q4	$8.19M	Buy	232,788 +14,780	+7%	+$499K	1.31%	27
2013 Q3	$7.3M	Buy	+218,008	New	+$6.86M	1.33%	22

Other funds holding TFCFA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baldwin Wealth Partners's TFCFA Position: Q2 2017 in Review

Baldwin Wealth Partners sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q2 2017, closing a stake of 3,795 shares — an estimated $123K sold.

Baldwin Wealth Partners first reported a position in TFCFA in Q3 2013 and held it in 15 quarters. The position peaked at $14.2M in Q4 2014. 615 funds tracked by Wall St. Rank hold TFCFA as of Q2 2017.

Baldwin Wealth Partners reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q2 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 3,795 Twenty-First Century Fox, Inc. Class A shares in Q2 2017, an estimated $123K.
Baldwin Wealth Partners first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 15 quarters.
Baldwin Wealth Partners's Twenty-First Century Fox, Inc. Class A position peaked at $14.2M in Q4 2014.
615 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q2 2017.

Based on Baldwin Wealth Partners's 13F filing for Q2 2017, filed 13 Jul 2017.