BSW
TSC

Buckingham Strategic Wealth’s TriState Capital Holdings, Inc. TSC Stock Holding History

Buckingham Strategic Wealth’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
Q3 		– Sell
-10,000
Closed -$213K – 458
2019
Q2 		$213K Hold
10,000
– – 0.02% 407
2019
Q1 		$204K Hold
10,000
– – 0.03% 391
2018
Q4 		$195K Buy
+10,000
New +$243K 0.03% 328

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Buckingham Strategic Wealth's TSC Position: Q3 2019 in Review

Buckingham Strategic Wealth sold out of TriState Capital Holdings, Inc. (TSC) in Q3 2019, closing a stake of 10,000 shares — an estimated $213K sold.

Buckingham Strategic Wealth first reported a position in TSC in Q4 2018 and held it in 3 quarters. The position peaked at $213K in Q2 2019. 118 funds tracked by Wall St. Rank hold TSC as of Q3 2019.

  • Buckingham Strategic Wealth reported no remaining TriState Capital Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,000 TriState Capital Holdings, Inc. shares in Q3 2019, an estimated $213K.
  • Buckingham Strategic Wealth first reported a position in TriState Capital Holdings, Inc. in Q4 2018 and held it in 3 quarters.
  • Buckingham Strategic Wealth's TriState Capital Holdings, Inc. position peaked at $213K in Q2 2019.
  • 118 funds tracked by Wall St. Rank held TriState Capital Holdings, Inc. as of Q3 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.