Evercore Wealth Management’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Evercore Wealth Management’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
2018 Q4	–	Sell	-20,725	Closed	-$950K	–	426
2018 Q3	$950K	Sell	20,725 -425	-2%	-$19.3K	0.03%	206
2018 Q2	$1.04M	Buy	+21,150	New	+$827K	0.04%	193
2018 Q1	–	Sell	-1,150	Closed	-$39K	–	890
2017 Q4	$39K	Hold	1,150	–	–	﹤0.01%	620
2017 Q3	$30K	Hold	1,150	–	–	﹤0.01%	639
2017 Q2	$32K	Hold	1,150	–	–	﹤0.01%	640
2017 Q1	$37K	Sell	1,150 -150	-12%	-$4.51K	﹤0.01%	649
2016 Q4	$35K	Sell	1,300 -900	-41%	-$24.1K	﹤0.01%	665
2016 Q3	$54K	Hold	2,200	–	–	﹤0.01%	581
2016 Q2	$60K	Buy	2,200 +900	+69%	+$26.3K	﹤0.01%	545
2016 Q1	$37K	Hold	1,300	–	–	﹤0.01%	628
2015 Q4	$35K	Buy	+1,300	New	+$38.2K	﹤0.01%	662

Other funds holding TFCF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's TFCF Position: Q4 2018 in Review

Evercore Wealth Management sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q4 2018, closing a stake of 20,725 shares — an estimated $950K sold.

Evercore Wealth Management first reported a position in TFCF in Q4 2015 and held it in 11 quarters. The position peaked at $1.04M in Q2 2018. 480 funds tracked by Wall St. Rank hold TFCF as of Q4 2018.

Evercore Wealth Management reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 20,725 Twenty-First Century Fox, Inc. Class B shares in Q4 2018, an estimated $950K.
Evercore Wealth Management first reported a position in Twenty-First Century Fox, Inc. Class B in Q4 2015 and held it in 11 quarters.
Evercore Wealth Management's Twenty-First Century Fox, Inc. Class B position peaked at $1.04M in Q2 2018.
480 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q4 2018.

Based on Evercore Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.