Beese Fulmer Investment Management’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Beese Fulmer Investment Management’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	-25,184	Closed	-$1.2M	–	193
2018 Q4	$1.2M	Hold	25,184	–	–	0.27%	83
2018 Q3	$1.15M	Sell	25,184 -600	-2%	-$27.2K	0.23%	93
2018 Q2	$1.27M	Hold	25,784	–	–	0.27%	88
2018 Q1	$938K	Hold	25,784	–	–	0.21%	96
2017 Q4	$880K	Sell	25,784 -2,900	-10%	-$84.7K	0.19%	97
2017 Q3	$740K	Hold	28,684	–	–	0.17%	99
2017 Q2	$799K	Hold	28,684	–	–	0.19%	95
2017 Q1	$912K	Buy	28,684 +1,700	+6%	+$51.1K	0.22%	94
2016 Q4	$735K	Sell	26,984 -2,000	-7%	-$53.6K	0.19%	96
2016 Q3	$717K	Buy	28,984 +150	+0.5%	+$3.91K	0.19%	96
2016 Q2	$786K	Hold	28,834	–	–	0.22%	92
2016 Q1	$830K	Sell	28,834 -752	-3%	-$20.2K	0.24%	92
2015 Q4	$806K	Sell	29,586 -248	-0.8%	-$7.29K	0.25%	85
2015 Q3	$808K	Hold	29,834	–	–	0.27%	81
2015 Q2	$961K	Buy	+29,834	New	+$989K	0.31%	75
2015 Q1	–	Sell	-29,834	Closed	-$1.1M	–	157
2014 Q4	$1.1M	Hold	29,834	–	–	0.35%	74
2014 Q3	$994K	Hold	29,834	–	–	0.32%	79
2014 Q2	$1.02M	Hold	29,834	–	–	0.33%	76
2014 Q1	$928K	Hold	29,834	–	–	0.32%	77
2013 Q4	$1.03M	Hold	29,834	–	–	0.37%	70
2013 Q3	$996K	Buy	+29,834	New	+$941K	0.39%	69

Other funds holding TFCF

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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 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 $1.32B AUM 24.95% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RFA

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

Beese Fulmer Investment Management's TFCF Position: Q1 2019 in Review

Beese Fulmer Investment Management sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 25,184 shares — an estimated $1.2M sold.

Beese Fulmer Investment Management first reported a position in TFCF in Q3 2013 and held it in 21 quarters. The position peaked at $1.27M in Q2 2018. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Beese Fulmer Investment Management reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Beese Fulmer Investment Management sold 25,184 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $1.2M.
Beese Fulmer Investment Management first reported a position in Twenty-First Century Fox, Inc. Class B in Q3 2013 and held it in 21 quarters.
Beese Fulmer Investment Management's Twenty-First Century Fox, Inc. Class B position peaked at $1.27M in Q2 2018.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2019, filed 5 Apr 2019.