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

Regal Investment Advisors’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 Q2	–	Sell	-87,205	Closed	-$2.83M	–	280
2017 Q1	$2.83M	Sell	87,205 -13,302	-13%	-$406K	0.74%	42
2016 Q4	$2.82M	Sell	100,507 -3,370	-3%	-$90.7K	0.78%	47
2016 Q3	$2.52M	Sell	103,877 -6,008	-5%	-$154K	0.71%	56
2016 Q2	$2.97M	Sell	109,885 -8,988	-8%	-$262K	0.82%	36
2016 Q1	$3.31M	Sell	118,873 -4,422	-4%	-$118K	0.9%	33
2015 Q4	$3.35M	Buy	123,295 +9,365	+8%	+$272K	0.87%	39
2015 Q3	$3.07M	Buy	113,930 +113,924	+1,898,733%	+$3.41M	0.8%	31
2015 Q2	$0	Hold	6	–	–	﹤0.01%	1048
2015 Q1	$0	Hold	6	–	–	﹤0.01%	1061
2014 Q4	$0	Hold	6	–	–	﹤0.01%	1038
2014 Q3	$0	Hold	6	–	–	﹤0.01%	997
2014 Q2	$0	Buy	+6	New	+$204	﹤0.01%	963
2013 Q4	–	Sell	-6	Closed	–	–	996
2013 Q3	$0	Sell	6 -1	-14%	-$31	﹤0.01%	961
2013 Q2	$0	Buy	+7	New	+$174	﹤0.01%	908

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

YAM

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

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

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

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

Regal Investment Advisors's TFCFA Position: Q2 2017 in Review

Regal Investment Advisors sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q2 2017, closing a stake of 87,205 shares — an estimated $2.83M sold.

Regal Investment Advisors first reported a position in TFCFA in Q2 2013 and held it in 14 quarters. The position peaked at $3.35M in Q4 2015. 615 funds tracked by Wall St. Rank hold TFCFA as of Q2 2017.

Regal Investment Advisors reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q2 2017 after selling out during the quarter.
Regal Investment Advisors sold 87,205 Twenty-First Century Fox, Inc. Class A shares in Q2 2017, an estimated $2.83M.
Regal Investment Advisors first reported a position in Twenty-First Century Fox, Inc. Class A in Q2 2013 and held it in 14 quarters.
Regal Investment Advisors's Twenty-First Century Fox, Inc. Class A position peaked at $3.35M in Q4 2015.
615 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q2 2017.

Based on Regal Investment Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.