Loring Wolcott & Coolidge Fiduciary Advisors’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-49	Closed	-$2K	–	787
2018 Q4	$2K	Hold	49	–	–	﹤0.01%	657
2018 Q3	$2K	Hold	49	–	–	﹤0.01%	622
2018 Q2	$2K	Hold	49	–	–	﹤0.01%	634
2018 Q1	$2K	Hold	49	–	–	﹤0.01%	685
2017 Q4	$2K	Hold	49	–	–	﹤0.01%	677
2017 Q3	$1K	Buy	+49	New	+$1.35K	﹤0.01%	769
2016 Q2	–	Sell	-2,700	Closed	-$75K	–	659
2016 Q1	$75K	Sell	2,700 -17,000	-86%	-$455K	﹤0.01%	345
2015 Q4	$535K	Sell	19,700 -1,215	-6%	-$35.2K	0.01%	194
2015 Q3	$681K	Hold	20,915	–	–	0.02%	178
2015 Q2	$681K	Buy	20,915 +5,000	+31%	+$168K	0.02%	178
2015 Q1	$539K	Buy	15,915 +100	+0.6%	+$3.47K	0.01%	203
2014 Q4	$607K	Buy	15,815 +10,100	+177%	+$358K	0.02%	182
2014 Q3	$196K	Hold	5,715	–	–	0.01%	271
2014 Q2	$201K	Buy	5,715 +2,500	+78%	+$85K	0.01%	275
2014 Q1	$103K	Hold	3,215	–	–	﹤0.01%	340
2013 Q4	$113K	Buy	3,215 +890	+38%	+$30K	﹤0.01%	317
2013 Q3	$78K	Buy	+2,325	New	+$73.2K	﹤0.01%	332

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

Loring Wolcott & Coolidge Fiduciary Advisors's TFCFA Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 49 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TFCFA in Q3 2013 and held it in 17 quarters. The position peaked at $681K in Q3 2015. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 49 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Twenty-First Century Fox, Inc. Class A position peaked at $681K in Q3 2015.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.