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

Evercore Wealth Management’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
2018 Q4	–	Sell	-10,100	Closed	-$468K	–	425
2018 Q3	$468K	Hold	10,100	–	–	0.02%	282
2018 Q2	$502K	Buy	+10,100	New	+$399K	0.02%	269
2018 Q1	–	Sell	-1,787	Closed	-$62K	–	889
2017 Q4	$62K	Hold	1,787	–	–	﹤0.01%	551
2017 Q3	$47K	Hold	1,787	–	–	﹤0.01%	583
2017 Q2	$51K	Sell	1,787 -52	-3%	-$1.5K	﹤0.01%	572
2017 Q1	$59K	Sell	1,839 -104	-5%	-$3.18K	﹤0.01%	572
2016 Q4	$54K	Buy	1,943 +951	+96%	+$25.6K	﹤0.01%	597
2016 Q3	$24K	Sell	992 -606	-38%	-$15.5K	﹤0.01%	746
2016 Q2	$43K	Hold	1,598	–	–	﹤0.01%	609
2016 Q1	$45K	Hold	1,598	–	–	﹤0.01%	590
2015 Q4	$43K	Sell	1,598 -1,394	-47%	-$40.4K	﹤0.01%	621
2015 Q3	$81K	Hold	2,992	–	–	﹤0.01%	517
2015 Q2	$97K	Sell	2,992 -710	-19%	-$23.9K	﹤0.01%	522
2015 Q1	$125K	Sell	3,702 -275	-7%	-$9.54K	0.01%	497
2014 Q4	$153K	Buy	3,977 +145	+4%	+$5.13K	0.01%	402
2014 Q3	$131K	Sell	3,832 -605	-14%	-$20.9K	0.01%	470
2014 Q2	$156K	Buy	4,437 +40	+0.9%	+$1.36K	0.01%	434
2014 Q1	$140K	Sell	4,397 -2,885	-40%	-$94.3K	0.01%	424
2013 Q4	$256K	Buy	7,282 +5,435	+294%	+$183K	0.01%	341
2013 Q3	$61K	Buy	+1,847	New	+$58.2K	﹤0.01%	551

Other funds holding TFCFA

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

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

Evercore Wealth Management sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q4 2018, closing a stake of 10,100 shares — an estimated $468K sold.

Evercore Wealth Management first reported a position in TFCFA in Q3 2013 and held it in 20 quarters. The position peaked at $502K in Q2 2018. 708 funds tracked by Wall St. Rank hold TFCFA as of Q4 2018.

Evercore Wealth Management reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q4 2018 after selling out during the quarter.
Evercore Wealth Management sold 10,100 Twenty-First Century Fox, Inc. Class A shares in Q4 2018, an estimated $468K.
Evercore Wealth Management first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 20 quarters.
Evercore Wealth Management's Twenty-First Century Fox, Inc. Class A position peaked at $502K in Q2 2018.
708 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q4 2018.

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