JWA
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JFS Wealth Advisors’s News Corp Class B NWS Stock Holding History

JFS Wealth Advisors’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-75
Closed -$1K – 542
2015
Q2 		$1K Hold
75
– – ﹤0.01% 488
2015
Q1 		$1K Buy
+75
New +$1.18K ﹤0.01% 488

Other funds holding NWS

IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
SAM
Sheffield Asset Management Chicago, Illinois $48.1M AUM 12.96% 1-Year Est. Return

JFS Wealth Advisors's NWS Position: Q3 2015 in Review

JFS Wealth Advisors sold out of News Corp Class B (NWS) in Q3 2015, closing a stake of 75 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in NWS in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 175 funds tracked by Wall St. Rank hold NWS as of Q3 2015.

  • JFS Wealth Advisors reported no remaining News Corp Class B position as of Q3 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 75 News Corp Class B shares in Q3 2015, an estimated $1K.
  • JFS Wealth Advisors first reported a position in News Corp Class B in Q1 2015 and held it in 2 quarters.
  • JFS Wealth Advisors's News Corp Class B position peaked at $1K in Q2 2015.
  • 175 funds tracked by Wall St. Rank held News Corp Class B as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.