Berman Capital Advisors’s TFS Financial TFSL Stock Holding History

Berman Capital 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
2021 Q3	$4K	Hold	235	–	–	﹤0.01%	1513
2021 Q2	$4K	Buy	235 +1	+0.4%	+$21	﹤0.01%	1428
2021 Q1	$4K	Buy	234 +1	+0.4%	+$19	﹤0.01%	1363
2020 Q4	$4K	Buy	233 +1	+0.4%	+$17	﹤0.01%	1243
2020 Q3	$3K	Sell	232 -20	-8%	-$291	﹤0.01%	1219
2020 Q2	$3K	Buy	252 +70	+38%	+$1.01K	﹤0.01%	1183
2020 Q1	$2K	Hold	182	–	–	﹤0.01%	1187
2019 Q4	$3K	Hold	182	–	–	﹤0.01%	1136
2019 Q3	$3K	Hold	182	–	–	﹤0.01%	1108
2019 Q2	$3K	Hold	182	–	–	﹤0.01%	1127
2019 Q1	$2K	Hold	182	–	–	﹤0.01%	1125
2018 Q4	$2K	Buy	+182	New	+$2.79K	﹤0.01%	903

Other funds holding TFSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Berman Capital Advisors's TFSL Position: Q3 2021 in Review

Berman Capital Advisors held its TFS Financial (TFSL) position steady in Q3 2021 at 235 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Berman Capital Advisors first reported a position in TFSL in Q4 2018 and has held it in 12 quarters since. 128 funds tracked by Wall St. Rank hold TFSL as of Q3 2021.

Berman Capital Advisors held 235 shares of TFS Financial worth $4K as of Q3 2021.
Berman Capital Advisors left its TFS Financial share count unchanged in Q3 2021.
TFS Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1513 holding.
Berman Capital Advisors first reported a position in TFS Financial in Q4 2018 and has held it in 12 quarters since.
128 funds tracked by Wall St. Rank held TFS Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.