AJO LP’s TFS Financial TFSL Stock Holding History

AJO LP’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
2013 Q4	–	Sell	-604,800	Closed	-$7.24M	–	513
2013 Q3	$7.24M	Sell	604,800 -399,700	-40%	-$4.6M	0.03%	228
2013 Q2	$11.3M	Buy	+1,004,500	New	+$10.9M	0.05%	193

Other funds holding TFSL

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Amici Capital New York $257M AUM 4.88% 1-Year Est. Return

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

Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return

Bronson Point Management Fairfield, Connecticut $8.26M AUM 46.43% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

AJO LP's TFSL Position: Q4 2013 in Review

AJO LP sold out of TFS Financial (TFSL) in Q4 2013, closing a stake of 604,800 shares — an estimated $7.24M sold.

AJO LP first reported a position in TFSL in Q2 2013 and held it in 2 quarters. The position peaked at $11.3M in Q2 2013. 120 funds tracked by Wall St. Rank hold TFSL as of Q4 2013.

AJO LP reported no remaining TFS Financial position as of Q4 2013 after selling out during the quarter.
AJO LP sold 604,800 TFS Financial shares in Q4 2013, an estimated $7.24M.
AJO LP first reported a position in TFS Financial in Q2 2013 and held it in 2 quarters.
AJO LP's TFS Financial position peaked at $11.3M in Q2 2013.
120 funds tracked by Wall St. Rank held TFS Financial as of Q4 2013.

Based on AJO LP's 13F filing for Q4 2013, filed 13 Feb 2014.