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Edge Wealth Management’s News Corp Class A NWSA Stock Holding History

Edge Wealth Management’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-475
Closed -$6K – 473
2016
Q1 		$6K Hold
475
– – ﹤0.01% 332
2015
Q4 		$6K Hold
475
– – ﹤0.01% 333
2015
Q3 		$6K Hold
475
– – ﹤0.01% 334
2015
Q2 		$7K Hold
475
– – ﹤0.01% 321
2015
Q1 		$8K Hold
475
– – ﹤0.01% 313
2014
Q4 		$7K Hold
475
– – ﹤0.01% 324
2014
Q3 		$8K Sell
475
-62
-12% -$1.09K ﹤0.01% 321
2014
Q2 		$10K Hold
537
– – ﹤0.01% 292
2014
Q1 		$9K Hold
537
– – ﹤0.01% 294
2013
Q4 		$10K Hold
537
– – ﹤0.01% 272
2013
Q3 		$9K Sell
537
-1,613
-75% -$25.8K 0.01% 248
2013
Q2 		$70K Buy
+2,150
New +$33.4K 0.05% 105

Other funds holding NWSA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

Edge Wealth Management's NWSA Position: Q2 2016 in Review

Edge Wealth Management sold out of News Corp Class A (NWSA) in Q2 2016, closing a stake of 475 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in NWSA in Q2 2013 and held it in 12 quarters. The position peaked at $70K in Q2 2013. 369 funds tracked by Wall St. Rank hold NWSA as of Q2 2016.

  • Edge Wealth Management reported no remaining News Corp Class A position as of Q2 2016 after selling out during the quarter.
  • Edge Wealth Management sold 475 News Corp Class A shares in Q2 2016, an estimated $6K.
  • Edge Wealth Management first reported a position in News Corp Class A in Q2 2013 and held it in 12 quarters.
  • Edge Wealth Management's News Corp Class A position peaked at $70K in Q2 2013.
  • 369 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2016.

Based on Edge Wealth Management's 13F filing for Q2 2016, filed 8 Jul 2016.