Carson Wealth (CWM LLC)
TFCFA

Carson Wealth (CWM LLC)’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Carson Wealth (CWM 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
-674
Closed -$32K – 3476
2018
Q4 		$32K Buy
674
+180
+36% +$8.53K ﹤0.01% 1003
2018
Q3 		$23K Sell
494
-449
-48% -$20.6K ﹤0.01% 924
2018
Q2 		$47K Buy
943
+81
+9% +$3.2K ﹤0.01% 647
2018
Q1 		$32K Buy
862
+422
+96% +$15.6K ﹤0.01% 635
2017
Q4 		$15K Hold
440
– – ﹤0.01% 784
2017
Q3 		$12K Sell
440
-127
-22% -$3.5K ﹤0.01% 856
2017
Q2 		$16K Buy
567
+118
+26% +$3.39K ﹤0.01% 686
2017
Q1 		$15K Sell
449
-161
-26% -$4.92K ﹤0.01% 676
2016
Q4 		$17K Buy
610
+595
+3,967% +$16K ﹤0.01% 624
2016
Q3 		$0 Hold
15
– – ﹤0.01% 1101
2016
Q2 		$0 Buy
15
+9
+150% +$262 ﹤0.01% 897
2016
Q1 		$0 Buy
+6
New +$161 ﹤0.01% 838
2015
Q4 		– Sell
-6
Closed – – 770
2015
Q3 		$0 Buy
+6
New +$179 ﹤0.01% 669
2014
Q1 		– Sell
-93
Closed -$3K – 563
2013
Q4 		$3K Buy
+93
New +$3.14K ﹤0.01% 579

Other funds holding TFCFA

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
A
Attestor London, United Kingdom $27.8M AUM 32.32% 1-Year Est. Return
KBC Group
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
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
CA
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

Carson Wealth (CWM LLC)'s TFCFA Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 674 shares — an estimated $32K sold.

Carson Wealth (CWM LLC) first reported a position in TFCFA in Q4 2013 and held it in 14 quarters. The position peaked at $47K in Q2 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 674 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $32K.
  • Carson Wealth (CWM LLC) first reported a position in Twenty-First Century Fox, Inc. Class A in Q4 2013 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Twenty-First Century Fox, Inc. Class A position peaked at $47K in Q2 2018.
  • 20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.