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

SevenBridge 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 Q2	–	Sell	-466	Closed	-$17K	–	673
2019 Q1	$17K	Sell	466 -934	-67%	-$46.4K	0.01%	360
2018 Q4	$67K	Hold	1,400	–	–	0.04%	184
2018 Q3	$65K	Hold	1,400	–	–	0.03%	201
2018 Q2	$70K	Hold	1,400	–	–	0.04%	206
2018 Q1	$51K	Hold	1,400	–	–	0.03%	236
2017 Q4	$48K	Sell	1,400 -1,400	-50%	-$41.8K	0.03%	260
2017 Q3	$74K	Sell	2,800 -250	-8%	-$6.89K	0.04%	212
2017 Q2	$86K	Hold	3,050	–	–	0.05%	197
2017 Q1	$95K	Sell	3,050 -1,100	-27%	-$33.6K	0.06%	181
2016 Q4	$102K	Hold	4,150	–	–	0.07%	190
2016 Q3	$102K	Sell	4,150 -1,975	-32%	-$50.5K	0.07%	187
2016 Q2	$166K	Buy	+6,125	New	+$178K	0.12%	152

Other funds holding TFCFA

CWM

CIBC World Markets New York $20.8B AUM

SLWS

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

Price Wealth Austin, Texas $357M AUM 7% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

NCM

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

SevenBridge Financial Group's TFCFA Position: Q2 2019 in Review

SevenBridge Financial Group sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q2 2019, closing a stake of 466 shares — an estimated $17K sold.

SevenBridge Financial Group first reported a position in TFCFA in Q2 2016 and held it in 12 quarters. The position peaked at $166K in Q2 2016. 9 funds tracked by Wall St. Rank hold TFCFA as of Q2 2019.

SevenBridge Financial Group reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q2 2019 after selling out during the quarter.
SevenBridge Financial Group sold 466 Twenty-First Century Fox, Inc. Class A shares in Q2 2019, an estimated $17K.
SevenBridge Financial Group first reported a position in Twenty-First Century Fox, Inc. Class A in Q2 2016 and held it in 12 quarters.
SevenBridge Financial Group's Twenty-First Century Fox, Inc. Class A position peaked at $166K in Q2 2016.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q2 2019.

Based on SevenBridge Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.