United Capital Financial Advisors’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

United Capital Financial Advisors’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	-6,298	Closed	-$301K	–	1422
2018 Q4	$301K	Buy	6,298 +1,035	+20%	+$48.7K	﹤0.01%	1060
2018 Q3	$241K	Sell	5,263 -224,069	-98%	-$10.2M	﹤0.01%	1196
2018 Q2	$11.3M	Buy	+229,332	New	+$8.96M	0.08%	276
2018 Q1	–	Sell	-98,871	Closed	-$3.37M	–	1389
2017 Q4	$3.37M	Buy	+98,871	New	+$2.89M	0.03%	481
2017 Q1	–	Sell	-59,789	Closed	-$1.63M	–	1304
2016 Q4	$1.63M	Buy	+59,789	New	+$1.6M	0.02%	611

Other funds holding TFCF

Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 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 $1.32B AUM 24.95% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

United Capital Financial Advisors's TFCF Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 6,298 shares — an estimated $301K sold.

United Capital Financial Advisors first reported a position in TFCF in Q4 2016 and held it in 5 quarters. The position peaked at $11.3M in Q2 2018. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

United Capital Financial Advisors reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 6,298 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $301K.
United Capital Financial Advisors first reported a position in Twenty-First Century Fox, Inc. Class B in Q4 2016 and held it in 5 quarters.
United Capital Financial Advisors's Twenty-First Century Fox, Inc. Class B position peaked at $11.3M in Q2 2018.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.