AI
TSC

Axiom Investors’s TriState Capital Holdings, Inc. TSC Stock Holding History

Axiom Investors’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
2013
Q3 		– Sell
-72,900
Closed -$1M – 161
2013
Q2 		$1M Buy
+72,900
New +$970K 0.04% 118

Other funds holding TSC

FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Axiom Investors's TSC Position: Q3 2013 in Review

Axiom Investors sold out of TriState Capital Holdings, Inc. (TSC) in Q3 2013, closing a stake of 72,900 shares — an estimated $1M sold.

Axiom Investors first reported a position in TSC in Q2 2013 and held it in 1 quarter. The position peaked at $1M in Q2 2013. 55 funds tracked by Wall St. Rank hold TSC as of Q3 2013.

  • Axiom Investors reported no remaining TriState Capital Holdings, Inc. position as of Q3 2013 after selling out during the quarter.
  • Axiom Investors sold 72,900 TriState Capital Holdings, Inc. shares in Q3 2013, an estimated $1M.
  • Axiom Investors first reported a position in TriState Capital Holdings, Inc. in Q2 2013 and held it in 1 quarter.
  • Axiom Investors's TriState Capital Holdings, Inc. position peaked at $1M in Q2 2013.
  • 55 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q3 2013.

Based on Axiom Investors's 13F filing for Q3 2013, filed 8 Nov 2013.