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 0.5% 36
2013
Q2 		$11.3M Buy
+345,484
New +$11M 3.94% 6

Other funds holding NWSA

GIBU
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MFP
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YL
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YIA
YHB Investment Advisors West Hartford, Connecticut $1.39B AUM 20.85% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM
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