WAM
TFCFA

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

Wealthspire Advisors (Maryland)’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
-6,629
Closed -$319K – 2663
2018
Q4 		$319K Buy
6,629
+353
+6% +$16.7K 0.03% 311
2018
Q3 		$291K Buy
6,276
+46
+0.7% +$2.11K 0.02% 368
2018
Q2 		$310K Buy
6,230
+149
+2% +$5.89K 0.03% 355
2018
Q1 		$223K Sell
6,081
-201
-3% -$7.42K 0.02% 435
2017
Q4 		$217K Buy
6,282
+1,684
+37% +$50.3K 0.02% 452
2017
Q3 		$121K Buy
4,598
+108
+2% +$2.98K 0.01% 634
2017
Q2 		$127K Sell
4,490
-5
-0.1% -$144 0.02% 597
2017
Q1 		$146K Buy
4,495
+151
+3% +$4.61K 0.02% 482
2016
Q4 		$122K Buy
4,344
+271
+7% +$7.29K 0.02% 516
2016
Q3 		$99K Buy
4,073
+33
+0.8% +$844 0.02% 570
2016
Q2 		$109K Buy
4,040
+7
+0.2% +$204 0.02% 515
2016
Q1 		$112K Buy
4,033
+7
+0.2% +$187 0.02% 496
2015
Q4 		$109K Buy
+4,026
New +$117K 0.02% 498

Other funds holding TFCFA

TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
A
Attestor London, United Kingdom $27.8M AUM 32.32% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
CA
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

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

Wealthspire Advisors (Maryland) sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 6,629 shares — an estimated $319K sold.

Wealthspire Advisors (Maryland) first reported a position in TFCFA in Q4 2015 and held it in 13 quarters. The position peaked at $319K in Q4 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,629 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $319K.
  • Wealthspire Advisors (Maryland) first reported a position in Twenty-First Century Fox, Inc. Class A in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Twenty-First Century Fox, Inc. Class A position peaked at $319K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

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