Creative Planning’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Creative Planning’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	-5,077	Closed	-$243K	–	2131
2018 Q4	$243K	Buy	5,077 +29	+0.6%	+$1.36K	﹤0.01%	1361
2018 Q3	$231K	Sell	5,048 -919	-15%	-$41.7K	﹤0.01%	1582
2018 Q2	$294K	Buy	+5,967	New	+$233K	﹤0.01%	1386
2017 Q3	–	Sell	-3,767	Closed	-$105K	–	4320
2017 Q2	$105K	Sell	3,767 -421	-10%	-$11.9K	﹤0.01%	1963
2017 Q1	$133K	Buy	4,188 +144	+4%	+$4.33K	﹤0.01%	1772
2016 Q4	$110K	Buy	4,044 +358	+10%	+$9.59K	﹤0.01%	1806
2016 Q3	$91K	Sell	3,686 -1,016	-22%	-$26.5K	﹤0.01%	1916
2016 Q2	$128K	Buy	4,702 +1,633	+53%	+$47.7K	﹤0.01%	1519
2016 Q1	$87K	Sell	3,069 -400	-12%	-$10.8K	﹤0.01%	1717
2015 Q4	$94K	Buy	3,469 +200	+6%	+$5.88K	﹤0.01%	1674
2015 Q3	$88K	Buy	+3,269	New	+$97K	﹤0.01%	1663
2015 Q2	–	Sell	-5,610	Closed	-$184K	–	3559
2015 Q1	$184K	Buy	5,610 +302	+6%	+$10.1K	﹤0.01%	1238
2014 Q4	$196K	Buy	5,308 +2,485	+88%	+$84.8K	﹤0.01%	1152
2014 Q3	$94K	Sell	2,823 -37	-1%	-$1.25K	﹤0.01%	1522
2014 Q2	$98K	Sell	2,860 -228	-7%	-$7.55K	﹤0.01%	1443
2014 Q1	$96K	Buy	3,088 +368	+14%	+$11.8K	﹤0.01%	1428
2013 Q4	$94K	Hold	2,720	–	–	﹤0.01%	1228
2013 Q3	$91K	Buy	+2,720	New	+$85.8K	﹤0.01%	1175

Other funds holding TFCF

Athos Capital Hong Kong $324M AUM 16.62% 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

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RFA

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

Creative Planning's TFCF Position: Q1 2019 in Review

Creative Planning sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 5,077 shares — an estimated $243K sold.

Creative Planning first reported a position in TFCF in Q3 2013 and held it in 18 quarters. The position peaked at $294K in Q2 2018. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Creative Planning reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Creative Planning sold 5,077 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $243K.
Creative Planning first reported a position in Twenty-First Century Fox, Inc. Class B in Q3 2013 and held it in 18 quarters.
Creative Planning's Twenty-First Century Fox, Inc. Class B position peaked at $294K in Q2 2018.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.