United Capital Financial Advisors’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-23,012
| Closed | -$1.11M | – | 1399 |
|
2018
Q4 | $1.11M | Buy |
23,012
+1,906
| +9% | +$91.7K | 0.01% | 686 |
|
2018
Q3 | $978K | Buy |
21,106
+682
| +3% | +$31.6K | 0.01% | 789 |
|
2018
Q2 | $1.02M | Buy |
20,424
+1,601
| +9% | +$79.6K | 0.01% | 758 |
|
2018
Q1 | $691K | Sell |
18,823
-129,708
| -87% | -$4.76M | 0.01% | 872 |
|
2017
Q4 | $5.12M | Buy |
148,531
+123,962
| +505% | +$4.27M | 0.04% | 409 |
|
2017
Q3 | $648K | Sell |
24,569
-192,413
| -89% | -$5.07M | 0.01% | 893 |
|
2017
Q2 | $6.15M | Buy |
216,982
+24,737
| +13% | +$701K | 0.06% | 344 |
|
2017
Q1 | $6.23M | Buy |
192,245
+72,732
| +61% | +$2.36M | 0.06% | 335 |
|
2016
Q4 | $3.35M | Sell |
119,513
-60,487
| -34% | -$1.7M | 0.03% | 453 |
|
2016
Q3 | $4.36M | Buy |
180,000
+25,975
| +17% | +$629K | 0.04% | 409 |
|
2016
Q2 | $4.16M | Buy |
154,025
+68,955
| +81% | +$1.86M | 0.04% | 395 |
|
2016
Q1 | $2.37M | Sell |
85,070
-9,676
| -10% | -$270K | 0.03% | 492 |
|
2015
Q4 | $2.57M | Sell |
94,746
-10,677
| -10% | -$290K | 0.03% | 499 |
|
2015
Q3 | $2.84M | Sell |
105,423
-1,256
| -1% | -$33.9K | 0.03% | 450 |
|
2015
Q2 | $3.47M | Sell |
106,679
-2,625
| -2% | -$85.4K | 0.04% | 447 |
|
2015
Q1 | $3.73M | Sell |
109,304
-16,860
| -13% | -$575K | 0.05% | 404 |
|
2014
Q4 | $4.85M | Sell |
126,164
-8,362
| -6% | -$321K | 0.07% | 260 |
|
2014
Q3 | $4.61M | Buy |
134,526
+20,397
| +18% | +$699K | 0.08% | 269 |
|
2014
Q2 | $4.01M | Buy |
114,129
+106,446
| +1,385% | +$3.74M | 0.07% | 270 |
|
2014
Q1 | $246K | Buy |
+7,683
| New | +$246K | 0.01% | 829 |
|