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

Baystate Wealth Management’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	-631	Closed	-$31K	–	719
2018 Q4	$31K	Sell	631 -497	-44%	-$23.6K	﹤0.01%	264
2018 Q3	$50K	Sell	1,128 -40	-3%	-$1.83K	0.01%	202
2018 Q2	$56K	Buy	1,168 +130	+13%	+$5.14K	0.01%	178
2018 Q1	$38K	Buy	1,038 +20	+2%	+$738	0.01%	221
2017 Q4	$38K	Buy	1,018 +798	+363%	+$23.8K	0.01%	227
2017 Q3	$6K	Hold	220	–	–	﹤0.01%	400
2017 Q2	$6K	Hold	220	–	–	﹤0.01%	402
2017 Q1	$7K	Buy	220 +96	+77%	+$2.93K	﹤0.01%	371
2016 Q4	$4K	Buy	+124	New	+$3.34K	﹤0.01%	379

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 $819M AUM 32.02% 1-Year Est. Return

Baystate Wealth Management's TFCFA Position: Q1 2019 in Review

Baystate Wealth Management sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 631 shares — an estimated $31K sold.

Baystate Wealth Management first reported a position in TFCFA in Q4 2016 and held it in 9 quarters. The position peaked at $56K in Q2 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Baystate Wealth Management reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Baystate Wealth Management sold 631 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $31K.
Baystate Wealth Management first reported a position in Twenty-First Century Fox, Inc. Class A in Q4 2016 and held it in 9 quarters.
Baystate Wealth Management's Twenty-First Century Fox, Inc. Class A position peaked at $56K in Q2 2018.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.