Truvvo Partners’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Truvvo Partners’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	-15,429	Closed	-$737K	–	45
2018 Q4	$737K	Sell	15,429 -6,706	-30%	-$316K	0.53%	24
2018 Q3	$1.02M	Hold	22,135	–	–	0.63%	18
2018 Q2	$1.09M	Sell	22,135 -10,225	-32%	-$400K	0.72%	19
2018 Q1	$1.18M	Buy	32,360 +6,860	+27%	+$250K	0.44%	52
2017 Q4	$870K	Hold	25,500	–	–	0.29%	71
2017 Q3	$662K	Hold	25,500	–	–	0.22%	82
2017 Q2	$711K	Hold	25,500	–	–	0.26%	82
2017 Q1	$815K	Hold	25,500	–	–	0.37%	61
2016 Q4	$695	Sell	25,500 -1,800	-7%	-$48.2K	0.24%	72
2016 Q3	$681K	Hold	27,300	–	–	0.31%	72
2016 Q2	$744K	Buy	+27,300	New	+$798K	0.38%	59

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

Truvvo Partners's TFCF Position: Q1 2019 in Review

Truvvo Partners sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 15,429 shares — an estimated $737K sold.

Truvvo Partners first reported a position in TFCF in Q2 2016 and held it in 11 quarters. The position peaked at $1.18M in Q1 2018. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Truvvo Partners reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Truvvo Partners sold 15,429 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $737K.
Truvvo Partners first reported a position in Twenty-First Century Fox, Inc. Class B in Q2 2016 and held it in 11 quarters.
Truvvo Partners's Twenty-First Century Fox, Inc. Class B position peaked at $1.18M in Q1 2018.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Truvvo Partners's 13F filing for Q1 2019, filed 15 May 2019.