WT
TFCFA

Whittier Trust’s Twenty-First Century Fox, Inc. Class A TFCFA Stock Holding History

Whittier Trust’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
-3,329
Closed -$160K – 1542
2018
Q4 		$160K Buy
3,329
+205
+7% +$9.72K 0.01% 546
2018
Q3 		$145K Hold
3,124
– – ﹤0.01% 567
2018
Q2 		$155K Hold
3,124
– – 0.01% 544
2018
Q1 		$115K Hold
3,124
– – ﹤0.01% 618
2017
Q4 		$108K Hold
3,124
– – ﹤0.01% 609
2017
Q3 		$82K Hold
3,124
– – ﹤0.01% 641
2017
Q2 		$89K Sell
3,124
-697
-18% -$20K ﹤0.01% 604
2017
Q1 		$124K Buy
3,821
+697
+22% +$21.3K 0.01% 548
2016
Q4 		$88K Sell
3,124
-378
-11% -$10.2K ﹤0.01% 613
2016
Q3 		$85K Sell
3,502
-155
-4% -$3.96K ﹤0.01% 609
2016
Q2 		$99K Sell
3,657
-197
-5% -$5.74K ﹤0.01% 589
2016
Q1 		$107K Hold
3,854
– – ﹤0.01% 574
2015
Q4 		$105K Buy
3,854
+113
+3% +$3.28K ﹤0.01% 581
2015
Q3 		$101K Sell
3,741
-302
-7% -$9.03K ﹤0.01% 575
2015
Q2 		$132K Sell
4,043
-633
-14% -$21.3K 0.01% 545
2015
Q1 		$158K Buy
4,676
+512
+12% +$17.8K 0.01% 500
2014
Q4 		$160K Hold
4,164
– – 0.01% 472
2014
Q3 		$143K Hold
4,164
– – 0.01% 475
2014
Q2 		$146K Hold
4,164
– – 0.01% 473
2014
Q1 		$133K Buy
4,164
+183
+5% +$5.98K 0.01% 495
2013
Q4 		$140K Sell
3,981
-430
-10% -$14.5K 0.01% 490
2013
Q3 		$148K Buy
+4,411
New +$139K 0.01% 481

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 $192M AUM 20.53% 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 $819M AUM 32.02% 1-Year Est. Return

Whittier Trust's TFCFA Position: Q1 2019 in Review

Whittier Trust sold out of Twenty-First Century Fox, Inc. Class A (TFCFA) in Q1 2019, closing a stake of 3,329 shares — an estimated $160K sold.

Whittier Trust first reported a position in TFCFA in Q3 2013 and held it in 22 quarters. The position peaked at $160K in Q4 2018. 20 funds tracked by Wall St. Rank hold TFCFA as of Q1 2019.

  • Whittier Trust reported no remaining Twenty-First Century Fox, Inc. Class A position as of Q1 2019 after selling out during the quarter.
  • Whittier Trust sold 3,329 Twenty-First Century Fox, Inc. Class A shares in Q1 2019, an estimated $160K.
  • Whittier Trust first reported a position in Twenty-First Century Fox, Inc. Class A in Q3 2013 and held it in 22 quarters.
  • Whittier Trust's Twenty-First Century Fox, Inc. Class A position peaked at $160K in Q4 2018.
  • 20 funds tracked by Wall St. Rank held Twenty-First Century Fox, Inc. Class A as of Q1 2019.

Based on Whittier Trust's 13F filing for Q1 2019, filed 29 Apr 2019.