Morningstar Investment Services’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Morningstar Investment Services’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 Q4	–	Sell	-34,916	Closed	-$1.62M	–	214
2018 Q3	$1.62M	Sell	34,916 -6,891	-16%	-$316K	0.03%	134
2018 Q2	$2.08M	Sell	41,807 -6,979	-14%	-$276K	0.04%	131
2018 Q1	$1.79M	Sell	48,786 -3,040	-6%	-$112K	0.03%	132
2017 Q4	$1.79M	Buy	51,826 +2,553	+5%	+$76.2K	0.04%	133
2017 Q3	$1.3M	Buy	49,273 +7,070	+17%	+$195K	0.03%	135
2017 Q2	$1.2M	Buy	42,203 +17,803	+73%	+$512K	0.03%	132
2017 Q1	$790K	Buy	24,400 +13,624	+126%	+$416K	0.02%	136
2016 Q4	$302K	Sell	10,776 -29,040	-73%	-$781K	0.01%	164
2016 Q3	$964K	Sell	39,816 -2,852	-7%	-$72.9K	0.03%	167
2016 Q2	$1.16M	Buy	+42,668	New	+$1.24M	0.04%	161
2016 Q1	–	Sell	-86,313	Closed	-$2.34M	–	242
2015 Q4	$2.34M	Sell	86,313 -1,789	-2%	-$51.9K	0.09%	133
2015 Q3	$2.38M	Buy	88,102 +13,761	+19%	+$411K	0.1%	135
2015 Q2	$2.42M	Buy	+74,341	New	+$2.5M	0.1%	135

Other funds holding TFCFA

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Services's TFCFA Position: Q4 2018 in Review

Morningstar Investment Services sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q4 2018, closing a stake of 34,916 shares — an estimated $1.62M sold.

Morningstar Investment Services first reported a position in TFCFA in Q2 2015 and held it in 13 quarters. The position peaked at $2.42M in Q2 2015. 708 funds tracked by Wall St. Rank hold TFCFA as of Q4 2018.

Morningstar Investment Services reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q4 2018 after selling out during the quarter.
Morningstar Investment Services sold 34,916 Twenty-First Century Fox, Inc. Class A shares in Q4 2018, an estimated $1.62M.
Morningstar Investment Services first reported a position in Twenty-First Century Fox, Inc. Class A in Q2 2015 and held it in 13 quarters.
Morningstar Investment Services's Twenty-First Century Fox, Inc. Class A position peaked at $2.42M in Q2 2015.
708 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q4 2018.

Based on Morningstar Investment Services's 13F filing for Q4 2018, filed 14 Feb 2019.