Swaine & Leidel Wealth Services’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Swaine & Leidel Wealth Services’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 Q4	–	Sell	-34,883	Closed	-$2.83M	–	83
2019 Q3	$2.83M	Buy	34,883 +4,852	+16%	+$393K	2.56%	9
2019 Q2	$2.32M	Buy	30,031 +5,121	+21%	+$396K	2.48%	12
2019 Q1	$1.91M	Buy	+24,910	New	+$1.24M	2.42%	17

Other funds holding TFCFA

CWM

CIBC World Markets New York $20.8B AUM

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

GAM

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

SIM

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

Swaine & Leidel Wealth Services's TFCFA Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q4 2019, closing a stake of 34,883 shares — an estimated $2.83M sold.

Swaine & Leidel Wealth Services first reported a position in TFCFA in Q1 2019 and held it in 3 quarters. The position peaked at $2.83M in Q3 2019. 5 funds tracked by Wall St. Rank hold TFCFA as of Q4 2019.

Swaine & Leidel Wealth Services reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q4 2019 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 34,883 Twenty-First Century Fox, Inc. Class A shares in Q4 2019, an estimated $2.83M.
Swaine & Leidel Wealth Services first reported a position in Twenty-First Century Fox, Inc. Class A in Q1 2019 and held it in 3 quarters.
Swaine & Leidel Wealth Services's Twenty-First Century Fox, Inc. Class A position peaked at $2.83M in Q3 2019.
5 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.