NFG
TFCF

Next Financial Group’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Next Financial Group’s Portfolio TFCF Stock Details TFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-50
Closed -$2K – 2275
2018
Q4 		$2K Buy
+50
New +$2.35K ﹤0.01% 1803
2017
Q4 		– Sell
-3,598
Closed -$93K – 1663
2017
Q3 		$93K Sell
3,598
-150
-4% -$4.07K 0.03% 510
2017
Q2 		$104K Hold
3,748
– – 0.03% 535
2017
Q1 		$112K Hold
3,748
– – 0.03% 457
2016
Q4 		$102K Sell
3,748
-48
-1% -$1.29K 0.02% 671
2016
Q3 		$94K Buy
3,796
+3,396
+849% +$88.5K 0.02% 694
2016
Q2 		$10K Buy
400
+50
+14% +$1.46K ﹤0.01% 1208
2016
Q1 		$9K Sell
350
-87
-20% -$2.34K ﹤0.01% 1216
2015
Q4 		$11K Buy
437
+100
+30% +$2.94K ﹤0.01% 1153
2015
Q3 		$9K Buy
337
+50
+17% +$1.48K ﹤0.01% 1265
2015
Q2 		$9K Hold
287
– – ﹤0.01% 1319
2015
Q1 		$9K Hold
287
– – ﹤0.01% 1309
2014
Q4 		$11K Sell
287
-50
-15% -$1.71K ﹤0.01% 1229
2014
Q3 		$11K Buy
337
+300
+811% +$10.1K ﹤0.01% 1727
2014
Q2 		$1K Buy
+37
New +$1.23K ﹤0.01% 1181

Other funds holding TFCF

AC
Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $122M AUM 31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Next Financial Group's TFCF Position: Q1 2019 in Review

Next Financial Group sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 50 shares — an estimated $2K sold.

Next Financial Group first reported a position in TFCF in Q2 2014 and held it in 15 quarters. The position peaked at $112K in Q1 2017. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

  • Next Financial Group reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 50 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $2K.
  • Next Financial Group first reported a position in Twenty-First Century Fox, Inc. Class B in Q2 2014 and held it in 15 quarters.
  • Next Financial Group's Twenty-First Century Fox, Inc. Class B position peaked at $112K in Q1 2017.
  • 9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.