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

Welch & Forbes’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
2016 Q4	–	Sell	-9,010	Closed	-$218K	–	358
2016 Q3	$218K	Hold	9,010	–	–	0.01%	286
2016 Q2	$244K	Hold	9,010	–	–	0.01%	309
2016 Q1	$251K	Sell	9,010 -1,200	-12%	-$32.1K	0.01%	301
2015 Q4	$277K	Sell	10,210 -3,511	-26%	-$102K	0.01%	280
2015 Q3	$370K	Sell	13,721 -8,343	-38%	-$249K	0.01%	266
2015 Q2	$718K	Sell	22,064 -1,000	-4%	-$33.6K	0.02%	225
2015 Q1	$780K	Sell	23,064 -71,439	-76%	-$2.48M	0.02%	221
2014 Q4	$3.63M	Buy	94,503 +3,169	+3%	+$112K	0.11%	140
2014 Q3	$3.13M	Buy	91,334 +1,869	+2%	+$64.6K	0.1%	147
2014 Q2	$3.15M	Buy	89,465 +4,673	+6%	+$159K	0.1%	136
2014 Q1	$2.71M	Buy	84,792 +7,061	+9%	+$231K	0.09%	147
2013 Q4	$2.73M	Buy	77,731 +43,581	+128%	+$1.47M	0.09%	142
2013 Q3	$1.15M	Buy	+34,150	New	+$1.08M	0.04%	189

Other funds holding TFCFA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch & Forbes's TFCFA Position: Q4 2016 in Review

Welch & Forbes sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q4 2016, closing a stake of 9,010 shares — an estimated $218K sold.

Welch & Forbes first reported a position in TFCFA in Q3 2013 and held it in 13 quarters. The position peaked at $3.63M in Q4 2014. 636 funds tracked by Wall St. Rank hold TFCFA as of Q4 2016.

Welch & Forbes reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q4 2016 after selling out during the quarter.
Welch & Forbes sold 9,010 Twenty-First Century Fox, Inc. Class A shares in Q4 2016, an estimated $218K.
Welch & Forbes first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 13 quarters.
Welch & Forbes's Twenty-First Century Fox, Inc. Class A position peaked at $3.63M in Q4 2014.
636 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q4 2016.

Based on Welch & Forbes's 13F filing for Q4 2016, filed 7 Feb 2017.