Institutional & Family Asset Management’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Institutional & Family Asset 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
2019 Q1	–	Sell	-350	Closed	-$17K	–	897
2018 Q4	$17K	Hold	350	–	–	﹤0.01%	425
2018 Q3	$16K	Hold	350	–	–	﹤0.01%	466
2018 Q2	$17K	Buy	350 +25	+8%	+$977	﹤0.01%	457
2018 Q1	$12K	Buy	+325	New	+$11.8K	﹤0.01%	480

Other funds holding TFCF

Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Institutional & Family Asset Management's TFCF Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 350 shares — an estimated $17K sold.

Institutional & Family Asset Management first reported a position in TFCF in Q1 2018 and held it in 4 quarters. The position peaked at $17K in Q4 2018. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Institutional & Family Asset Management reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 350 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $17K.
Institutional & Family Asset Management first reported a position in Twenty-First Century Fox, Inc. Class B in Q1 2018 and held it in 4 quarters.
Institutional & Family Asset Management's Twenty-First Century Fox, Inc. Class B position peaked at $17K in Q4 2018.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.