MFW
TFCFA

Mosaic Family Wealth’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-17
Closed – – 978
2017
Q3 		$0 Buy
+17
New +$468 ﹤0.01% 999
2017
Q1 		– Sell
-4,100
Closed -$115K – 756
2016
Q4 		$115K Sell
4,100
-4,300
-51% -$116K 0.05% 244
2016
Q3 		$203K Sell
8,400
-6,400
-43% -$164K 0.09% 165
2016
Q2 		$401K Buy
+14,800
New +$431K 0.19% 97

Other funds holding TFCFA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Family Wealth's TFCFA Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q4 2017, closing a stake of 17 shares.

Mosaic Family Wealth first reported a position in TFCFA in Q2 2016 and held it in 4 quarters. The position peaked at $401K in Q2 2016. 658 funds tracked by Wall St. Rank hold TFCFA as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 17 Twenty-First Century Fox, Inc. Class A shares in Q4 2017.
  • Mosaic Family Wealth first reported a position in Twenty-First Century Fox, Inc. Class A in Q2 2016 and held it in 4 quarters.
  • Mosaic Family Wealth's Twenty-First Century Fox, Inc. Class A position peaked at $401K in Q2 2016.
  • 658 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.