WCP
NWSA

Welch Capital Partners’s NEWS CORPORATION CL-A NWSA Stock Holding History

Welch Capital Partners’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-86,972
Closed -$1.4M – 44
2013
Q3 		$1.4M Sell
86,972
-258,512
-75% -$4.15M 0.48% 36
2013
Q2 		$11.3M Buy
+345,484
New +$11M 3.94% 6

Other funds holding NWSA

GIBU
Gulf International Bank (UK) London, United Kingdom $5.07B AUM 41.86% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
YL
YCG LLC Austin, Texas $1.14B AUM 7.4% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return
SCM
Steward Capital Management Bloomfield Hills, Michigan $37.2M AUM 13.46% 1-Year Est. Return
SFSIG
San Francisco Sentry Investment Group San Francisco, California $192M AUM 276.26% 1-Year Est. Return

Welch Capital Partners's NWSA Position: Q4 2013 in Review

Welch Capital Partners sold out of NEWS CORPORATION CL-A (NWSA) in Q4 2013, closing a stake of 86,972 shares — an estimated $1.4M sold.

Welch Capital Partners first reported a position in NWSA in Q2 2013 and held it in 2 quarters. The position peaked at $11.3M in Q2 2013. 8 funds tracked by Wall St. Rank hold NWSA as of Q4 2013.

  • Welch Capital Partners reported no remaining NEWS CORPORATION CL-A position as of Q4 2013 after selling out during the quarter.
  • Welch Capital Partners sold 86,972 NEWS CORPORATION CL-A shares in Q4 2013, an estimated $1.4M.
  • Welch Capital Partners first reported a position in NEWS CORPORATION CL-A in Q2 2013 and held it in 2 quarters.
  • Welch Capital Partners's NEWS CORPORATION CL-A position peaked at $11.3M in Q2 2013.
  • 8 funds tracked by Wall St. Rank held NEWS CORPORATION CL-A as of Q4 2013.

Based on Welch Capital Partners's 13F filing for Q4 2013, filed 12 Feb 2014.