AIM
TSC

Assured Investment Management’s TriState Capital Holdings, Inc. TSC Stock Holding History

Assured Investment Management’s Portfolio TSC Stock Details TSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,041
Closed -$118K – 1413
2018
Q4 		$118K Buy
+6,041
New +$147K ﹤0.01% 963

Other funds holding TSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Assured Investment Management's TSC Position: Q1 2019 in Review

Assured Investment Management sold out of TriState Capital Holdings, Inc. (TSC) in Q1 2019, closing a stake of 6,041 shares — an estimated $118K sold.

Assured Investment Management first reported a position in TSC in Q4 2018 and held it in 1 quarter. The position peaked at $118K in Q4 2018. 122 funds tracked by Wall St. Rank hold TSC as of Q1 2019.

  • Assured Investment Management reported no remaining TriState Capital Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 6,041 TriState Capital Holdings, Inc. shares in Q1 2019, an estimated $118K.
  • Assured Investment Management first reported a position in TriState Capital Holdings, Inc. in Q4 2018 and held it in 1 quarter.
  • Assured Investment Management's TriState Capital Holdings, Inc. position peaked at $118K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.