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Alera Investment Advisors’s TFS Financial TFSL Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-1,000
Closed -$16K – 904
2019
Q1 		$16K Hold
1,000
– – 0.01% 354
2018
Q4 		$16K Buy
+1,000
New +$15.3K 0.01% 339

Other funds holding TFSL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Alera Investment Advisors's TFSL Position: Q2 2019 in Review

Alera Investment Advisors sold out of TFS Financial (TFSL) in Q2 2019, closing a stake of 1,000 shares — an estimated $16K sold.

Alera Investment Advisors first reported a position in TFSL in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 114 funds tracked by Wall St. Rank hold TFSL as of Q2 2019.

  • Alera Investment Advisors reported no remaining TFS Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,000 TFS Financial shares in Q2 2019, an estimated $16K.
  • Alera Investment Advisors first reported a position in TFS Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's TFS Financial position peaked at $16K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held TFS Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.