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Legacy Financial Advisors’s News Corp Class B NWS Stock Holding History

Legacy Financial 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
2018
Q4 		– Sell
-304
Closed -$3.98K – 1032
2018
Q3 		$4K Hold
304
– – ﹤0.01% 732
2018
Q2 		$5K Hold
304
– – ﹤0.01% 702
2018
Q1 		$4K Hold
304
– – ﹤0.01% 687
2017
Q4 		$5K Buy
+304
New +$4.64K ﹤0.01% 635

Other funds holding NWS

SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Legacy Financial Advisors's NWS Position: Q4 2018 in Review

Legacy Financial Advisors sold out of News Corp Class B (NWS) in Q4 2018, closing a stake of 304 shares — an estimated $3.98K sold.

Legacy Financial Advisors first reported a position in NWS in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q2 2018. 196 funds tracked by Wall St. Rank hold NWS as of Q4 2018.

  • Legacy Financial Advisors reported no remaining News Corp Class B position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 304 News Corp Class B shares in Q4 2018, an estimated $3.98K.
  • Legacy Financial Advisors first reported a position in News Corp Class B in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's News Corp Class B position peaked at $5K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.