APSP
TBNK

Asset Planning Services (Pennsylvania)’s Territorial Bancorp Inc. TBNK Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio TBNK Stock Details TBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,000
Closed -$53K – 292
2016
Q2 		$53K Hold
2,000
– – 0.05% 131
2016
Q1 		$52K Buy
+2,000
New +$52.2K 0.05% 132

Other funds holding TBNK

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s TBNK Position: Q3 2016 in Review

Asset Planning Services (Pennsylvania) sold out of Territorial Bancorp Inc. (TBNK) in Q3 2016, closing a stake of 2,000 shares — an estimated $53K sold.

Asset Planning Services (Pennsylvania) first reported a position in TBNK in Q1 2016 and held it in 2 quarters. The position peaked at $53K in Q2 2016. 79 funds tracked by Wall St. Rank hold TBNK as of Q3 2016.

  • Asset Planning Services (Pennsylvania) reported no remaining Territorial Bancorp Inc. position as of Q3 2016 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 2,000 Territorial Bancorp Inc. shares in Q3 2016, an estimated $53K.
  • Asset Planning Services (Pennsylvania) first reported a position in Territorial Bancorp Inc. in Q1 2016 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Territorial Bancorp Inc. position peaked at $53K in Q2 2016.
  • 79 funds tracked by Wall St. Rank held Territorial Bancorp Inc. as of Q3 2016.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2016, filed 13 Jan 2017.