United Capital Financial Advisors’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,298
| Closed | -$301K | – | 1400 |
|
|
2018
Q4 | $301K | Buy |
6,298
+1,035
| +20% | +$49.5K | ﹤0.01% | 1060 |
|
|
2018
Q3 | $241K | Sell |
5,263
-224,069
| -98% | -$10.3M | ﹤0.01% | 1196 |
|
|
2018
Q2 | $11.3M | Buy |
+229,332
| New | +$11.3M | 0.08% | 276 |
|
|
2018
Q1 | – | Sell |
-98,871
| Closed | -$3.37M | – | 1389 |
|
|
2017
Q4 | $3.37M | Buy |
+98,871
| New | +$3.37M | 0.03% | 481 |
|
|
2017
Q1 | – | Sell |
-59,789
| Closed | -$1.63M | – | 1304 |
|
|
2016
Q4 | $1.63M | Buy |
+59,789
| New | +$1.63M | 0.02% | 611 |
|