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

Burt Wealth Advisors’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	-1,270	Closed	-$61K	–	387
2018 Q4	$61K	Hold	1,270	–	–	0.03%	159
2018 Q3	$59K	Hold	1,270	–	–	0.03%	175
2018 Q2	$63K	Hold	1,270	–	–	0.03%	161
2018 Q1	$47K	Sell	1,270 -100	-7%	-$3.69K	0.02%	189
2017 Q4	$47K	Buy	1,370 +100	+8%	+$2.98K	0.03%	187
2017 Q3	$34K	Hold	1,270	–	–	0.02%	202
2017 Q2	$35K	Hold	1,270	–	–	0.02%	219
2017 Q1	$41K	Hold	1,270	–	–	0.03%	179
2016 Q4	$36K	Hold	1,270	–	–	0.03%	192
2016 Q3	$30K	Hold	1,270	–	–	0.03%	190
2016 Q2	$34K	Sell	1,270 -465	-27%	-$13.5K	0.04%	180
2016 Q1	$48K	Buy	1,735 +465	+37%	+$12.4K	0.04%	173
2015 Q4	$35K	Hold	1,270	–	–	0.03%	167
2015 Q3	$35K	Hold	1,270	–	–	0.04%	153
2015 Q2	$413K	Hold	1,270	–	–	0.45%	35
2015 Q1	$43K	Hold	1,270	–	–	0.04%	150
2014 Q4	$49K	Buy	+1,270	New	+$45K	0.05%	143

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

Burt Wealth Advisors's TFCFA Position: Q1 2019 in Review

Burt Wealth Advisors sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 1,270 shares — an estimated $61K sold.

Burt Wealth Advisors first reported a position in TFCFA in Q4 2014 and held it in 17 quarters. The position peaked at $413K in Q2 2015. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Burt Wealth Advisors reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Burt Wealth Advisors sold 1,270 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $61K.
Burt Wealth Advisors first reported a position in Twenty-First Century Fox, Inc. Class A in Q4 2014 and held it in 17 quarters.
Burt Wealth Advisors's Twenty-First Century Fox, Inc. Class A position peaked at $413K in Q2 2015.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.