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

Creative Planning’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	-28,161	Closed	-$1.35M	–	2130
2018 Q4	$1.35M	Sell	28,161 -7,019	-20%	-$333K	0.01%	542
2018 Q3	$1.63M	Sell	35,180 -572	-2%	-$26.2K	0.01%	543
2018 Q2	$1.78M	Sell	35,752 -10,639	-23%	-$420K	0.01%	496
2018 Q1	$1.7M	Buy	46,391 +2,145	+5%	+$79.2K	0.01%	511
2017 Q4	$1.53M	Buy	44,246 +1,732	+4%	+$51.7K	0.01%	537
2017 Q3	$1.12M	Buy	42,514 +8,999	+27%	+$248K	0.01%	655
2017 Q2	$950K	Buy	33,515 +15,305	+84%	+$440K	﹤0.01%	718
2017 Q1	$590K	Sell	18,210 -2,054	-10%	-$62.8K	﹤0.01%	905
2016 Q4	$568K	Buy	20,264 +6,610	+48%	+$178K	﹤0.01%	871
2016 Q3	$331K	Sell	13,654 -1,328	-9%	-$34K	﹤0.01%	1131
2016 Q2	$405K	Sell	14,982 -3,022	-17%	-$88K	﹤0.01%	885
2016 Q1	$502K	Buy	18,004 +226	+1%	+$6.05K	﹤0.01%	753
2015 Q4	$483K	Buy	17,778 +5,490	+45%	+$159K	﹤0.01%	771
2015 Q3	$332K	Sell	12,288 -1,663	-12%	-$49.7K	﹤0.01%	920
2015 Q2	$454K	Buy	13,951 +36	+0.3%	+$1.21K	﹤0.01%	696
2015 Q1	$471K	Buy	13,915 +1,236	+10%	+$42.9K	﹤0.01%	764
2014 Q4	$487K	Buy	12,679 +740	+6%	+$26.2K	0.01%	705
2014 Q3	$409K	Buy	11,939 +1,401	+13%	+$48.4K	﹤0.01%	739
2014 Q2	$370K	Sell	10,538 -1,408	-12%	-$47.9K	﹤0.01%	760
2014 Q1	$382K	Buy	11,946 +966	+9%	+$31.6K	0.01%	731
2013 Q4	$386K	Buy	10,980 +1,080	+11%	+$36.4K	0.01%	596
2013 Q3	$332K	Buy	+9,900	New	+$312K	0.01%	556

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

Creative Planning's TFCFA Position: Q1 2019 in Review

Creative Planning sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 28,161 shares — an estimated $1.35M sold.

Creative Planning first reported a position in TFCFA in Q3 2013 and held it in 22 quarters. The position peaked at $1.78M in Q2 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Creative Planning reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Creative Planning sold 28,161 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $1.35M.
Creative Planning first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 22 quarters.
Creative Planning's Twenty-First Century Fox, Inc. Class A position peaked at $1.78M in Q2 2018.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

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