EWA
TFCFA

EP Wealth Advisors’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

EP Wealth Advisors’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
-12,847
Closed -$618K – 299
2018
Q4 		$618K Buy
12,847
+5,944
+86% +$282K 0.05% 161
2018
Q3 		$320K Buy
+6,903
New +$316K 0.03% 217

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 $912M AUM 24.01% 1-Year Est. Return

EP Wealth Advisors's TFCFA Position: Q1 2019 in Review

EP Wealth Advisors sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 12,847 shares — an estimated $618K sold.

EP Wealth Advisors first reported a position in TFCFA in Q3 2018 and held it in 2 quarters. The position peaked at $618K in Q4 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

  • EP Wealth Advisors reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 12,847 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $618K.
  • EP Wealth Advisors first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2018 and held it in 2 quarters.
  • EP Wealth Advisors's Twenty-First Century Fox, Inc. Class A position peaked at $618K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on EP Wealth Advisors's 13F filing for Q1 2019, filed 20 May 2019.