Shelton Capital Management’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Shelton Capital Management’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	-73,157	Closed	-$3.5M	–	861
2018 Q4	$3.5M	Hold	73,157	–	–	0.24%	93
2018 Q3	$3.35M	Hold	73,157	–	–	0.19%	107
2018 Q2	$3.6M	Buy	73,157 +8,092	+12%	+$316K	0.22%	101
2018 Q1	$2.37M	Hold	65,065	–	–	0.16%	133
2017 Q4	$2.22M	Sell	65,065 -673	-1%	-$19.7K	0.14%	139
2017 Q3	$1.7M	Hold	65,738	–	–	0.11%	170
2017 Q2	$1.83M	Buy	65,738 +12,649	+24%	+$359K	0.13%	154
2017 Q1	$1.69M	Buy	53,089 +3,726	+8%	+$112K	0.12%	160
2016 Q4	$1.34M	Hold	49,363	–	–	0.1%	190
2016 Q3	$1.22M	Hold	49,363	–	–	0.1%	181
2016 Q2	$1.34M	Sell	49,363 -2,696	-5%	-$78.8K	0.12%	158
2016 Q1	$1.47M	Buy	52,059 +2,905	+6%	+$78.1K	0.13%	146
2015 Q4	$1.34M	Buy	49,154 +38,039	+342%	+$1.12M	0.13%	149
2015 Q3	$301K	Sell	11,115 -26,148	-70%	-$776K	0.03%	532
2015 Q2	$1.2M	Sell	37,263 -3,581	-9%	-$119K	0.12%	159
2015 Q1	$1.34M	Buy	+40,844	New	+$1.37M	0.15%	147

Other funds holding TFCF

Athos Capital Hong Kong $324M AUM 16.62% 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

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

Shelton Capital Management's TFCF Position: Q1 2019 in Review

Shelton Capital Management sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 73,157 shares — an estimated $3.5M sold.

Shelton Capital Management first reported a position in TFCF in Q1 2015 and held it in 16 quarters. The position peaked at $3.6M in Q2 2018. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Shelton Capital Management reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Shelton Capital Management sold 73,157 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $3.5M.
Shelton Capital Management first reported a position in Twenty-First Century Fox, Inc. Class B in Q1 2015 and held it in 16 quarters.
Shelton Capital Management's Twenty-First Century Fox, Inc. Class B position peaked at $3.6M in Q2 2018.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Shelton Capital Management's 13F filing for Q1 2019, filed 10 May 2019.