Carroll Financial Associates’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Carroll Financial Associates’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	-134	Closed	-$6K	–	1586
2018 Q4	$6K	Hold	134	–	–	﹤0.01%	1012
2018 Q3	$6K	Hold	134	–	–	﹤0.01%	1057
2018 Q2	$6K	Sell	134 -179	-57%	-$7.07K	﹤0.01%	1029
2018 Q1	$11K	Buy	313 +54	+21%	+$1.99K	﹤0.01%	823
2017 Q4	$8K	Buy	259 +1	+0.4%	+$30	﹤0.01%	905
2017 Q3	$6K	Hold	258	–	–	﹤0.01%	959
2017 Q2	$7K	Sell	258 -57	-18%	-$1.64K	﹤0.01%	924
2017 Q1	$10K	Hold	315	–	–	﹤0.01%	846
2016 Q4	$8K	Hold	315	–	–	﹤0.01%	864
2016 Q3	$7K	Buy	315 +177	+128%	+$4.53K	﹤0.01%	903
2016 Q2	$3K	Hold	138	–	–	﹤0.01%	1038
2016 Q1	$3K	Buy	138 +70	+103%	+$1.87K	﹤0.01%	1019
2015 Q4	$1K	Hold	68	–	–	﹤0.01%	1072
2015 Q3	$1K	Hold	68	–	–	﹤0.01%	1050
2015 Q2	$2K	Buy	68 +58	+580%	+$1.95K	﹤0.01%	1000
2015 Q1	$0	Sell	10 -90	-90%	-$3.12K	﹤0.01%	883
2014 Q4	$3K	Sell	100 -150	-60%	-$5.31K	﹤0.01%	641
2014 Q3	$8K	Sell	250 -10	-4%	-$346	﹤0.01%	603
2014 Q2	$9K	Hold	260	–	–	﹤0.01%	625
2014 Q1	$8K	Buy	260 +100	+63%	+$3.27K	﹤0.01%	579
2013 Q4	$5K	Sell	160 -100	-38%	-$3.37K	﹤0.01%	614
2013 Q3	$8K	Buy	+260	New	+$8.19K	﹤0.01%	568

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 $217M AUM 26.96% 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 $912M AUM 24.01% 1-Year Est. Return

Carroll Financial Associates's TFCFA Position: Q1 2019 in Review

Carroll Financial Associates sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 134 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in TFCFA in Q3 2013 and held it in 22 quarters. The position peaked at $11K in Q1 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Carroll Financial Associates reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Carroll Financial Associates sold 134 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $6K.
Carroll Financial Associates first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 22 quarters.
Carroll Financial Associates's Twenty-First Century Fox, Inc. Class A position peaked at $11K in Q1 2018.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Carroll Financial Associates's 13F filing for Q1 2019, filed 17 Apr 2019.