Wealthspire Advisors (Maryland)’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Wealthspire Advisors (Maryland)’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	-43	Closed	-$2K	–	2664
2018 Q4	$2K	Buy	43 +16	+59%	+$753	﹤0.01%	2187
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	2362
2018 Q2	$1K	Buy	27 +6	+29%	+$235	﹤0.01%	2407
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	2462
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	2400
2017 Q3	$1K	Buy	+21	New	+$570	﹤0.01%	2196
2016 Q4	–	Sell	-6,683	Closed	-$165K	–	1902
2016 Q3	$165K	Sell	6,683 -259	-4%	-$6.75K	0.03%	436
2016 Q2	$189K	Sell	6,942 -81	-1%	-$2.37K	0.03%	381
2016 Q1	$198K	Sell	7,023 -135	-2%	-$3.63K	0.03%	363
2015 Q4	$195K	Buy	+7,158	New	+$210K	0.04%	363

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 $1.32B 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 $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

Wealthspire Advisors (Maryland)'s TFCF Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 43 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TFCF in Q4 2015 and held it in 10 quarters. The position peaked at $198K in Q1 2016. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 43 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Twenty-First Century Fox, Inc. Class B in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Twenty-First Century Fox, Inc. Class B position peaked at $198K in Q1 2016.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.