Advisor Group’s TFS Financial TFSL Stock Holding History

Advisor Group’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$121K	Buy	6,140 +2,587	+73%	+$49.9K	﹤0.01%	2798
2019 Q3	$64K	Buy	3,553 +965	+37%	+$17.3K	﹤0.01%	3211
2019 Q2	$47K	Sell	2,588 -453	-15%	-$7.73K	﹤0.01%	3413
2019 Q1	$50K	Buy	3,041 +2,384	+363%	+$39.9K	﹤0.01%	3392
2018 Q4	$11K	Sell	657 -3,173	-83%	-$48.6K	﹤0.01%	4156
2018 Q3	$58K	Buy	3,830 +1,234	+48%	+$19.3K	﹤0.01%	3172
2018 Q2	$41K	Buy	2,596 +1,939	+295%	+$30K	﹤0.01%	3258
2018 Q1	$9K	Sell	657 -104	-14%	-$1.56K	﹤0.01%	4155
2017 Q4	$11K	Buy	761 +261	+52%	+$4.02K	﹤0.01%	4039
2017 Q3	$8K	Hold	500	–	–	﹤0.01%	4092
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	4054
2017 Q1	$8K	Buy	+500	New	+$8.75K	﹤0.01%	3913

Other funds holding TFSL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Advisor Group's TFSL Position: Q4 2019 in Review

Advisor Group increased its TFS Financial (TFSL) stake by 73% in Q4 2019, buying an estimated $49.9K and bringing the position to 6,140 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Advisor Group first reported a position in TFSL in Q1 2017 and has held it in 12 quarters since. 132 funds tracked by Wall St. Rank hold TFSL as of Q4 2019.

Advisor Group held 6,140 shares of TFS Financial worth $121K as of Q4 2019.
Advisor Group bought 2,587 TFS Financial shares in Q4 2019, an estimated $49.9K.
TFS Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2798 holding.
Advisor Group first reported a position in TFS Financial in Q1 2017 and has held it in 12 quarters since.
132 funds tracked by Wall St. Rank held TFS Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.