SVA Wealth Management’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

SVA Wealth Management’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	-5,806	Closed	-$279K	–	221
2018 Q4	$279K	Hold	5,806	–	–	0.03%	180
2018 Q3	$269K	Sell	5,806 -1,320	-19%	-$60.5K	0.03%	191
2018 Q2	$354K	Buy	+7,126	New	+$282K	0.04%	173
2015 Q1	–	Sell	-6,000	Closed	-$230K	–	215
2014 Q4	$230K	Hold	6,000	–	–	0.08%	165
2014 Q3	$206K	Hold	6,000	–	–	0.09%	151
2014 Q2	$211K	Buy	+6,000	New	+$204K	0.09%	155

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 $912M AUM 24.01% 1-Year Est. Return

SVA Wealth Management's TFCFA Position: Q1 2019 in Review

SVA Wealth Management sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 5,806 shares — an estimated $279K sold.

SVA Wealth Management first reported a position in TFCFA in Q2 2014 and held it in 6 quarters. The position peaked at $354K in Q2 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

SVA Wealth Management reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
SVA Wealth Management sold 5,806 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $279K.
SVA Wealth Management first reported a position in Twenty-First Century Fox, Inc. Class A in Q2 2014 and held it in 6 quarters.
SVA Wealth Management's Twenty-First Century Fox, Inc. Class A position peaked at $354K in Q2 2018.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on SVA Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.