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

Institutional & Family Asset 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	-2,395	Closed	-$115K	–	896
2018 Q4	$115K	Hold	2,395	–	–	0.03%	211
2018 Q3	$111K	Hold	2,395	–	–	0.02%	249
2018 Q2	$119K	Hold	2,395	–	–	0.02%	238
2018 Q1	$88K	Buy	+2,395	New	+$88.4K	0.02%	267

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 $46.3B AUM 43.9% 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

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

Institutional & Family Asset Management sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 2,395 shares — an estimated $115K sold.

Institutional & Family Asset Management first reported a position in TFCFA in Q1 2018 and held it in 4 quarters. The position peaked at $119K in Q2 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Institutional & Family Asset Management reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 2,395 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $115K.
Institutional & Family Asset Management first reported a position in Twenty-First Century Fox, Inc. Class A in Q1 2018 and held it in 4 quarters.
Institutional & Family Asset Management's Twenty-First Century Fox, Inc. Class A position peaked at $119K in Q2 2018.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

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