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

Next Financial Group’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
2019 Q1	–	Sell	-100	Closed	-$5K	–	2274
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	1575
2018 Q3	$5K	Buy	+100	New	+$4.58K	﹤0.01%	1179
2017 Q4	–	Sell	-3,948	Closed	-$105K	–	1662
2017 Q3	$105K	Sell	3,948 -56	-1%	-$1.54K	0.03%	471
2017 Q2	$113K	Sell	4,004 -349	-8%	-$10K	0.03%	507
2017 Q1	$133K	Sell	4,353 -344	-7%	-$10.5K	0.04%	414
2016 Q4	$132K	Hold	4,697	–	–	0.02%	602
2016 Q3	$114K	Buy	4,697 +2,272	+94%	+$58.1K	0.02%	617
2016 Q2	$65K	Buy	2,425 +2,315	+2,105%	+$67.4K	0.02%	585
2016 Q1	$3K	Hold	110	–	–	﹤0.01%	1500
2015 Q4	$2K	Hold	110	–	–	﹤0.01%	1640
2015 Q3	$2K	Hold	110	–	–	﹤0.01%	1661
2015 Q2	$3K	Hold	110	–	–	﹤0.01%	1636
2015 Q1	$3K	Hold	110	–	–	﹤0.01%	1643
2014 Q4	$4K	Hold	110	–	–	﹤0.01%	1606
2014 Q3	$4K	Buy	+110	New	+$3.8K	﹤0.01%	2187

Other funds holding TFCFA

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Attestor London, United Kingdom $27.8M AUM 32.32% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

SLWS

Swaine & Leidel Wealth Services Sebring, Florida $130K AUM

Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return

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

Next Financial Group sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 100 shares — an estimated $5K sold.

Next Financial Group first reported a position in TFCFA in Q3 2014 and held it in 15 quarters. The position peaked at $133K in Q1 2017. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

Next Financial Group reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 100 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $5K.
Next Financial Group first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2014 and held it in 15 quarters.
Next Financial Group's Twenty-First Century Fox, Inc. Class A position peaked at $133K in Q1 2017.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

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