Summit Financial Wealth Advisors’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Summit Financial Wealth 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 Q3	–	Sell	-30,530	Closed	-$865K	–	154
2017 Q2	$865K	Buy	30,530 +4,437	+17%	+$128K	0.34%	70
2017 Q1	$845K	Buy	26,093 +3,935	+18%	+$120K	0.37%	68
2016 Q4	$621K	Sell	22,158 -202	-0.9%	-$5.43K	0.27%	83
2016 Q3	$542K	Buy	+22,360	New	+$572K	0.23%	89
2015 Q4	–	Sell	-181	Closed	-$4K	–	238
2015 Q3	$4K	Hold	181	–	–	﹤0.01%	209
2015 Q2	$5K	Hold	181	–	–	﹤0.01%	252
2015 Q1	$6K	Sell	181 -4	-2%	-$139	﹤0.01%	213
2014 Q4	$7K	Buy	+185	New	+$6.55K	﹤0.01%	214

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

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

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

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

YAM

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

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Summit Financial Wealth Advisors's TFCFA Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q3 2017, closing a stake of 30,530 shares — an estimated $865K sold.

Summit Financial Wealth Advisors first reported a position in TFCFA in Q4 2014 and held it in 8 quarters. The position peaked at $865K in Q2 2017. 606 funds tracked by Wall St. Rank hold TFCFA as of Q3 2017.

Summit Financial Wealth Advisors reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q3 2017 after selling out during the quarter.
Summit Financial Wealth Advisors sold 30,530 Twenty-First Century Fox, Inc. Class A shares in Q3 2017, an estimated $865K.
Summit Financial Wealth Advisors first reported a position in Twenty-First Century Fox, Inc. Class A in Q4 2014 and held it in 8 quarters.
Summit Financial Wealth Advisors's Twenty-First Century Fox, Inc. Class A position peaked at $865K in Q2 2017.
606 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.