BCA
TSC

Berman Capital Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History

Berman Capital Advisors’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
2020
Q2 		– Sell
-251
Closed -$2K – 1900
2020
Q1 		$2K Hold
251
– – ﹤0.01% 1214
2019
Q4 		$6K Hold
251
– – ﹤0.01% 949
2019
Q3 		$5K Buy
+251
New +$5.14K ﹤0.01% 976

Other funds holding TSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's TSC Position: Q2 2020 in Review

Berman Capital Advisors sold out of TriState Capital Holdings, Inc. (TSC) in Q2 2020, closing a stake of 251 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in TSC in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 129 funds tracked by Wall St. Rank hold TSC as of Q2 2020.

  • Berman Capital Advisors reported no remaining TriState Capital Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 251 TriState Capital Holdings, Inc. shares in Q2 2020, an estimated $2K.
  • Berman Capital Advisors first reported a position in TriState Capital Holdings, Inc. in Q3 2019 and held it in 3 quarters.
  • Berman Capital Advisors's TriState Capital Holdings, Inc. position peaked at $6K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.