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

United Capital Financial Advisors’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	-23,012	Closed	-$1.11M	–	1421
2018 Q4	$1.11M	Buy	23,012 +1,906	+9%	+$90.3K	0.01%	686
2018 Q3	$978K	Buy	21,106 +682	+3%	+$31.2K	0.01%	789
2018 Q2	$1.01M	Buy	20,424 +1,601	+9%	+$63.3K	0.01%	758
2018 Q1	$691K	Sell	18,823 -129,708	-87%	-$4.79M	0.01%	872
2017 Q4	$5.12M	Buy	148,531 +123,962	+505%	+$3.7M	0.04%	409
2017 Q3	$648K	Sell	24,569 -192,413	-89%	-$5.3M	0.01%	893
2017 Q2	$6.15M	Buy	216,982 +24,737	+13%	+$711K	0.06%	344
2017 Q1	$6.23M	Buy	192,245 +72,732	+61%	+$2.22M	0.06%	335
2016 Q4	$3.35M	Sell	119,513 -60,487	-34%	-$1.63M	0.03%	453
2016 Q3	$4.36M	Buy	180,000 +25,975	+17%	+$664K	0.04%	409
2016 Q2	$4.16M	Buy	154,025 +68,955	+81%	+$2.01M	0.04%	395
2016 Q1	$2.37M	Sell	85,070 -9,676	-10%	-$259K	0.03%	492
2015 Q4	$2.57M	Sell	94,746 -10,677	-10%	-$310K	0.03%	499
2015 Q3	$2.84M	Sell	105,423 -1,256	-1%	-$37.5K	0.03%	450
2015 Q2	$3.47M	Sell	106,679 -2,625	-2%	-$88.3K	0.04%	447
2015 Q1	$3.73M	Sell	109,304 -16,860	-13%	-$585K	0.05%	404
2014 Q4	$4.84M	Sell	126,164 -8,362	-6%	-$296K	0.07%	260
2014 Q3	$4.61M	Buy	134,526 +20,397	+18%	+$705K	0.08%	269
2014 Q2	$4.01M	Buy	114,129 +106,446	+1,385%	+$3.62M	0.07%	270
2014 Q1	$246K	Buy	+7,683	New	+$251K	0.01%	829

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 $46.3B AUM 43.9% 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 $217M AUM 26.96% 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

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

United Capital Financial Advisors sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 23,012 shares — an estimated $1.11M sold.

United Capital Financial Advisors first reported a position in TFCFA in Q1 2014 and held it in 20 quarters. The position peaked at $6.23M in Q1 2017. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

United Capital Financial Advisors reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 23,012 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $1.11M.
United Capital Financial Advisors first reported a position in Twenty-First Century Fox, Inc. Class A in Q1 2014 and held it in 20 quarters.
United Capital Financial Advisors's Twenty-First Century Fox, Inc. Class A position peaked at $6.23M in Q1 2017.
20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

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