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

Institute for 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
2019 Q1	–	Sell	-14,047	Closed	-$676K	–	474
2018 Q4	$676K	Buy	14,047 +102	+0.7%	+$4.83K	0.28%	113
2018 Q3	$643K	Sell	13,945 -168	-1%	-$7.7K	0.22%	137
2018 Q2	$697K	Sell	14,113 -70	-0.5%	-$2.77K	0.22%	136
2018 Q1	$515K	Buy	14,183 +40	+0.3%	+$1.48K	0.15%	190
2017 Q4	$487K	Sell	14,143 -4,923	-26%	-$147K	0.11%	228
2017 Q3	$502K	Sell	19,066 -45	-0.2%	-$1.24K	0.16%	183
2017 Q2	$545K	Buy	+19,111	New	+$550K	0.15%	211

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 $217M AUM 26.96% 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

Institute for Wealth Management's TFCFA Position: Q1 2019 in Review

Institute for Wealth Management sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 14,047 shares — an estimated $676K sold.

Institute for Wealth Management first reported a position in TFCFA in Q2 2017 and held it in 7 quarters. The position peaked at $697K in Q2 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Institute for Wealth Management reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Institute for Wealth Management sold 14,047 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $676K.
Institute for Wealth Management first reported a position in Twenty-First Century Fox, Inc. Class A in Q2 2017 and held it in 7 quarters.
Institute for Wealth Management's Twenty-First Century Fox, Inc. Class A position peaked at $697K in Q2 2018.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.