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

Bogart Wealth LLC’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	-225	Closed	-$10K	–	388
2018 Q4	$10K	Hold	225	–	–	0.01%	241
2018 Q3	$10K	Hold	225	–	–	0.01%	231
2018 Q2	$11K	Hold	225	–	–	0.01%	237
2018 Q1	$8K	Hold	225	–	–	﹤0.01%	254
2017 Q4	$8K	Hold	225	–	–	0.01%	253
2017 Q3	$6K	Buy	+225	New	+$6.2K	﹤0.01%	272

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

Bogart Wealth LLC's TFCFA Position: Q1 2019 in Review

Bogart Wealth LLC sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 225 shares — an estimated $10K sold.

Bogart Wealth LLC first reported a position in TFCFA in Q3 2017 and held it in 6 quarters. The position peaked at $11K in Q2 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Bogart Wealth LLC reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Bogart Wealth LLC sold 225 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $10K.
Bogart Wealth LLC first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2017 and held it in 6 quarters.
Bogart Wealth LLC's Twenty-First Century Fox, Inc. Class A position peaked at $11K in Q2 2018.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Bogart Wealth LLC's 13F filing for Q1 2019, filed 8 Apr 2019.