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

Needham Investment Management’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
2016 Q4	–	Sell	-10,000	Closed	-$242K	–	108
2016 Q3	$242K	Hold	10,000	–	–	0.06%	86
2016 Q2	$271K	Hold	10,000	–	–	0.07%	81
2016 Q1	$279K	Hold	10,000	–	–	0.07%	88
2015 Q4	$272K	Hold	10,000	–	–	0.07%	91
2015 Q3	$270K	Hold	10,000	–	–	0.07%	96
2015 Q2	$325K	Sell	10,000 -1,000	-9%	-$33.6K	0.07%	98
2015 Q1	$372K	Hold	11,000	–	–	0.08%	97
2014 Q4	$422K	Hold	11,000	–	–	0.09%	94
2014 Q3	$377K	Hold	11,000	–	–	0.08%	98
2014 Q2	$387K	Hold	11,000	–	–	0.08%	100
2014 Q1	$352K	Buy	+11,000	New	+$360K	0.07%	96

Other funds holding TFCFA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Needham Investment Management's TFCFA Position: Q4 2016 in Review

Needham Investment Management sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q4 2016, closing a stake of 10,000 shares — an estimated $242K sold.

Needham Investment Management first reported a position in TFCFA in Q1 2014 and held it in 11 quarters. The position peaked at $422K in Q4 2014. 636 funds tracked by Wall St. Rank hold TFCFA as of Q4 2016.

Needham Investment Management reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q4 2016 after selling out during the quarter.
Needham Investment Management sold 10,000 Twenty-First Century Fox, Inc. Class A shares in Q4 2016, an estimated $242K.
Needham Investment Management first reported a position in Twenty-First Century Fox, Inc. Class A in Q1 2014 and held it in 11 quarters.
Needham Investment Management's Twenty-First Century Fox, Inc. Class A position peaked at $422K in Q4 2014.
636 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q4 2016.

Based on Needham Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.