Welch & Forbes’s Twenty-First Century Fox, Inc. Class B TFCF Stock Holding History

Welch & Forbes’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	-5,749	Closed	-$275K	–	353
2018 Q4	$275K	Hold	5,749	–	–	0.01%	300
2018 Q3	$263K	Hold	5,749	–	–	0.01%	320
2018 Q2	$283K	Hold	5,749	–	–	0.01%	312
2018 Q1	$209K	Buy	+5,749	New	+$210K	0.01%	345

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

Welch & Forbes's TFCF Position: Q1 2019 in Review

Welch & Forbes sold out of Twenty-First Century Fox, Inc. Class B (TFCF) in Q1 2019, closing a stake of 5,749 shares — an estimated $275K sold.

Welch & Forbes first reported a position in TFCF in Q1 2018 and held it in 4 quarters. The position peaked at $283K in Q2 2018. 9 funds tracked by Wall St. Rank hold TFCF as of Q1 2019.

Welch & Forbes reported no remaining Twenty-First Century Fox, Inc. Class B position as of Q1 2019 after selling out during the quarter.
Welch & Forbes sold 5,749 Twenty-First Century Fox, Inc. Class B shares in Q1 2019, an estimated $275K.
Welch & Forbes first reported a position in Twenty-First Century Fox, Inc. Class B in Q1 2018 and held it in 4 quarters.
Welch & Forbes's Twenty-First Century Fox, Inc. Class B position peaked at $283K in Q2 2018.
9 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class B as of Q1 2019.

Based on Welch & Forbes's 13F filing for Q1 2019, filed 29 Apr 2019.