Creative Planning
TFCF

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
2014
Q2 		– Sell
-5,000
Closed -$2K – 4042
2014
Q1 		$2K Buy
+5,000
New +$160K ﹤0.01% 3415

Other funds holding TFCF

AC
Athos Capital Hong Kong $324M AUM 16.62% 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
IR
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.