Karpas Strategies’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Karpas Strategies’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 Q2	–	Sell	-22,793	Closed	-$837K	–	127
2019 Q1	$837K	Sell	22,793 -45,441	-67%	-$2.26M	0.35%	56
2018 Q4	$3.28M	Hold	68,234	–	–	1.53%	22
2018 Q3	$3.16M	Hold	68,234	–	–	1.31%	24
2018 Q2	$3.39M	Sell	68,234 -2,050	-3%	-$81K	1.47%	24
2018 Q1	$2.58M	Sell	70,284 -1,300	-2%	-$48K	1.12%	26
2017 Q4	$2.47M	Sell	71,584 -4,800	-6%	-$143K	1.06%	29
2017 Q3	$2.02M	Hold	76,384	–	–	0.88%	32
2017 Q2	$2.17M	Hold	76,384	–	–	0.98%	30
2017 Q1	$2.47M	Sell	76,384 -2,450	-3%	-$74.9K	1.13%	28
2016 Q4	$2.21M	Hold	78,834	–	–	1.04%	31
2016 Q3	$1.91M	Hold	78,834	–	–	0.93%	32
2016 Q2	$2.13M	Hold	78,834	–	–	1.06%	30
2016 Q1	$2.2M	Sell	78,834 -2,050	-3%	-$54.9K	1.14%	26
2015 Q4	$2.2M	Hold	80,884	–	–	1.16%	25
2015 Q3	$2.18M	Hold	80,884	–	–	1.2%	25
2015 Q2	$2.63M	Sell	80,884 -100	-0.1%	-$3.36K	1.31%	24
2015 Q1	$2.74M	Sell	80,984 -1,600	-2%	-$55.5K	1.33%	24
2014 Q4	$3.17M	Hold	82,584	–	–	1.52%	23
2014 Q3	$2.83M	Hold	82,584	–	–	1.42%	25
2014 Q2	$2.9M	Hold	82,584	–	–	1.45%	23
2014 Q1	$2.64M	Hold	82,584	–	–	1.4%	24
2013 Q4	$2.9M	Sell	82,584 -500	-0.6%	-$16.9K	1.6%	22
2013 Q3	$2.78M	Buy	+83,084	New	+$2.62M	1.63%	23

Other funds holding TFCFA

CWM

CIBC World Markets New York $20.8B AUM

SLWS

Swaine & Leidel Wealth Services Sebring, Florida $130K AUM

Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Karpas Strategies's TFCFA Position: Q2 2019 in Review

Karpas Strategies sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q2 2019, closing a stake of 22,793 shares — an estimated $837K sold.

Karpas Strategies first reported a position in TFCFA in Q3 2013 and held it in 23 quarters. The position peaked at $3.39M in Q2 2018. 9 funds tracked by Wall St. Rank hold TFCFA as of Q2 2019.

Karpas Strategies reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q2 2019 after selling out during the quarter.
Karpas Strategies sold 22,793 Twenty-First Century Fox, Inc. Class A shares in Q2 2019, an estimated $837K.
Karpas Strategies first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 23 quarters.
Karpas Strategies's Twenty-First Century Fox, Inc. Class A position peaked at $3.39M in Q2 2018.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q2 2019.

Based on Karpas Strategies's 13F filing for Q2 2019, filed 25 Jul 2019.