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Ancora Family Wealth Advisors’s TFS Financial TFSL Stock Holding History

Ancora Family Wealth 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
2015
Q4 		– Sell
-13,800
Closed -$238K – 200
2015
Q3 		$238K Buy
+13,800
New +$234K 0.1% 168

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Brown Advisory
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ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return

Ancora Family Wealth Advisors's TFSL Position: Q4 2015 in Review

Ancora Family Wealth Advisors sold out of TFS Financial (TFSL) in Q4 2015, closing a stake of 13,800 shares — an estimated $238K sold.

Ancora Family Wealth Advisors first reported a position in TFSL in Q3 2015 and held it in 1 quarter. The position peaked at $238K in Q3 2015. 118 funds tracked by Wall St. Rank hold TFSL as of Q4 2015.

  • Ancora Family Wealth Advisors reported no remaining TFS Financial position as of Q4 2015 after selling out during the quarter.
  • Ancora Family Wealth Advisors sold 13,800 TFS Financial shares in Q4 2015, an estimated $238K.
  • Ancora Family Wealth Advisors first reported a position in TFS Financial in Q3 2015 and held it in 1 quarter.
  • Ancora Family Wealth Advisors's TFS Financial position peaked at $238K in Q3 2015.
  • 118 funds tracked by Wall St. Rank held TFS Financial as of Q4 2015.

Based on Ancora Family Wealth Advisors's 13F filing for Q4 2015, filed 17 Feb 2016.