MWAC
TFCFA

Mariner Wealth Advisors (Cincinnati)’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		– Sell
-10,512
Closed -$522K – 316
2018
Q2 		$522K Sell
10,512
-90
-0.8% -$3.56K 0.03% 187
2018
Q1 		$389K Buy
10,602
+525
+5% +$19.4K 0.02% 216
2017
Q4 		$348K Buy
10,077
+1,805
+22% +$53.9K 0.02% 217
2017
Q3 		$218K Sell
8,272
-1,440
-15% -$39.7K 0.01% 255
2017
Q2 		$275K Sell
9,712
-875
-8% -$25.2K 0.02% 221
2017
Q1 		$343K Buy
10,587
+740
+8% +$22.6K 0.02% 206
2016
Q4 		$276K Buy
+9,847
New +$265K 0.02% 212
2015
Q1 		$288K Sell
8,497
-752
-8% -$26.1K 0.04% 146
2014
Q4 		$355K Sell
9,249
-994
-10% -$35.2K 0.05% 134
2014
Q3 		$351K Buy
10,243
+138
+1% +$4.77K 0.06% 131
2014
Q2 		$355K Buy
10,105
+635
+7% +$21.6K 0.06% 117
2014
Q1 		$303K Buy
9,470
+281
+3% +$9.19K 0.05% 117
2013
Q4 		$323K Buy
9,189
+1,069
+13% +$36.1K 0.05% 118
2013
Q3 		$272K Buy
+8,120
New +$256K 0.05% 107

Other funds holding TFCFA

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s TFCFA Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q3 2018, closing a stake of 10,512 shares — an estimated $522K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in TFCFA in Q3 2013 and held it in 14 quarters. The position peaked at $522K in Q2 2018. 692 funds tracked by Wall St. Rank hold TFCFA as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q3 2018 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 10,512 Twenty-First Century Fox, Inc. Class A shares in Q3 2018, an estimated $522K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 14 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Twenty-First Century Fox, Inc. Class A position peaked at $522K in Q2 2018.
  • 692 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.